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Capstone Partners Financial and Insurance Services

Hybrid Wealth Advisor for Retirement Planning

Capstone Partners Financial and Insurance Services, Newport Beach, California, us, 92659

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A financial consulting firm based in Newport Beach, CA is seeking a Financial Advisor specializing in Wealth Management. This full-time hybrid role offers flexibility for partial remote work. You'll build and nurture client relationships, craft personalized strategies, assist with financial and retirement planning, and manage investment portfolios. Ideal candidates are proficient in financial planning and possess excellent communication skills while having a Bachelor's degree in a relevant field. Relevant certifications like CFP or CFA are preferred. #J-18808-Ljbffr