Financial Advisor

Financial Services Professional - Capstone Partners Financial and Insurance Services

Make an impact – starting with your own life.

As a Financial Services Professional, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is of value and aligns with the values we share.

• Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
• Follow a well‑defined career path that integrates education with mentorship and teaming opportunities
• Benefit from a culture of innovation that embraces growth and the changes that come with it
• Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
• Have a voice – your contributions and input matter
• Experience the power of flexibility – and the freedom to design your work and your life the way you envision

Base pay range: $75,822.00 per year – $ per year

Additional compensation:
Annual Bonus, Commission, and Sign‑on bonus

• Establish networks and cultivate referrals
• Develop and maintain long‑term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

• A strong relationship‑builder who takes a client‑first approach
• A connector with people, a connector of people
• A dedicated worker: independent, self‑motivated and goal‑oriented

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Tuition assistance
• Pension plan

Mid‑Senior level

Full‑time

Sales and Customer Service

Rachyll Tenny - Chief of Staff

Website:  
• Calendly: