Capstone Partners Financial and Insurance Services
Financial Advisor - Wealth Management
Capstone Partners Financial and Insurance Services, Newport Beach, California, us, 92659
Chief Talent Officer Executive | People-Centered Strategist | HR Talent & Retention Leader | Driver of Scalable Process
Company Description
Capstone Partners Financial and Insurance Services offers customized solutions to help individuals and families achieve financial stability and security. Whether preparing for life events, such as retirement or the sale of a business, or creating plans for special needs care, Capstone Partners provides tailored guidance and strategies. Headquartered in Newport Beach, CA, the company features over 100 financial professionals serving clients across the Western United States. With a focus on understanding clients’ goals and addressing obstacles, Capstone Partners is committed to designing actionable plans for a successful future. Role Description
This is a full-time hybrid role for a Financial Advisor specializing in Wealth Management. Based in Newport Beach, CA, the role allows flexibility for partial remote work. The Financial Advisor will build and nurture client relationships, craft personalized financial and wealth management strategies, assist with financial and retirement planning, and provide investment portfolio management services. Additionally, the advisor will work closely with clients to ensure their financial goals are met, while offering ongoing support and valuable insight. Qualifications Proficiency in Financial Planning and Retirement Planning techniques to create effective and personalized financial strategies. Strong understanding of Investments and Wealth Management Services to manage and optimize client portfolios. Comprehensive knowledge of Finance principles and practices in the context of client advising and planning. Excellent interpersonal, communication, and problem‑solving skills to build long‑lasting client relationships. Ability to analyze complex financial information and translate it into manageable, actionable advice for clients. Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred but not mandatory. Bachelor’s degree in Finance, Economics, Business, or a related field preferred.
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Company Description
Capstone Partners Financial and Insurance Services offers customized solutions to help individuals and families achieve financial stability and security. Whether preparing for life events, such as retirement or the sale of a business, or creating plans for special needs care, Capstone Partners provides tailored guidance and strategies. Headquartered in Newport Beach, CA, the company features over 100 financial professionals serving clients across the Western United States. With a focus on understanding clients’ goals and addressing obstacles, Capstone Partners is committed to designing actionable plans for a successful future. Role Description
This is a full-time hybrid role for a Financial Advisor specializing in Wealth Management. Based in Newport Beach, CA, the role allows flexibility for partial remote work. The Financial Advisor will build and nurture client relationships, craft personalized financial and wealth management strategies, assist with financial and retirement planning, and provide investment portfolio management services. Additionally, the advisor will work closely with clients to ensure their financial goals are met, while offering ongoing support and valuable insight. Qualifications Proficiency in Financial Planning and Retirement Planning techniques to create effective and personalized financial strategies. Strong understanding of Investments and Wealth Management Services to manage and optimize client portfolios. Comprehensive knowledge of Finance principles and practices in the context of client advising and planning. Excellent interpersonal, communication, and problem‑solving skills to build long‑lasting client relationships. Ability to analyze complex financial information and translate it into manageable, actionable advice for clients. Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred but not mandatory. Bachelor’s degree in Finance, Economics, Business, or a related field preferred.
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