Capstone Partners Financial and Insurance Services
Financial Planner
Capstone Partners Financial and Insurance Services, Newport Beach, California, us, 92659
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Capstone Partners is looking for an experienced Financial Advisor, who wants to be comprehensive in practice (Willing to obtain or has their: S7, SIE, L&H), wanting resources, mentorship and levling up their practice for ownership and impact in their market. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Capstone Partners Financial and Insurance Services by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Paid maternity leave Tuition assistance Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles.
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Long Beach, CA $120,000.00-$150,000.00 4 days ago Newport Beach, CA $100,000.00-$110,000.00 4 days ago Mission Viejo, CA $55,000.00-$75,000.00 6 hours ago Orange County, CA $70,000.00-$80,000.00 1 hour ago Santa Ana, CA $120,000.00-$250,000.00 1 week ago Irvine, CA $100,000.00-$110,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Capstone Partners is looking for an experienced Financial Advisor, who wants to be comprehensive in practice (Willing to obtain or has their: S7, SIE, L&H), wanting resources, mentorship and levling up their practice for ownership and impact in their market. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Capstone Partners Financial and Insurance Services by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Paid maternity leave Tuition assistance Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles.
Irvine, CA $85,000.00-$95,000.00 1 week ago Newport Beach, CA $148,230.00-$181,170.00 1 week ago Irvine, CA $95,220.00-$157,150.00 1 week ago Investment Consultant- Newport Beach, CA
Irvine, CA $80,000.00-$100,000.00 3 days ago Irvine, CA $50,000.00-$250,000.00 4 weeks ago Fountain Valley, CA $45,000.00-$100,000.00 2 weeks ago Financial Consultant Partner- Irvine, CA
Irvine, CA $75,400.00-$89,600.00 1 week ago Irvine, CA $50,000.00-$150,000.00 1 month ago Long Beach, CA $90,000.00-$130,000.00 5 days ago Irvine, CA $70,000.00-$80,000.00 1 week ago Financial Consultant Academy - January and April 2026 Cohorts
Long Beach, CA $120,000.00-$150,000.00 4 days ago Newport Beach, CA $100,000.00-$110,000.00 4 days ago Mission Viejo, CA $55,000.00-$75,000.00 6 hours ago Orange County, CA $70,000.00-$80,000.00 1 hour ago Santa Ana, CA $120,000.00-$250,000.00 1 week ago Irvine, CA $100,000.00-$110,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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