What are the responsibilities and job description for the Financial Professional position at Capital Strategies?
Are you someone who thrives in dynamic environments and brings energy and optimism to every interaction? The ideal candidate for this role is independent and highly motivated, with a strong sense of optimism and assertiveness. If you are very social, enthusiastic, and able to read people effectively, you may possess the qualities needed to succeed.
The Opportunity
Are you ready for the next step in your career? As a Financial Services Professional, you will have the chance to make a significant impact by bringing in new clients, developing lasting relationships, analyzing financial data, implementing tailored financial plans, and offering advice on investments and insurance. This role is designed for individuals who are closers, consistent producers, and those who can build trust and guide clients toward achieving their financial goals.
Why Choose This Career Path?
This is more than just a job—it’s a career move that can elevate your professional life. By joining our team, you will have the opportunity to build something meaningful, do important work, and take control of your own destiny. Unleash your inner rainmaker and discover what’s possible: build a business, create a deep impact in your community, and shape the course of your life with greater autonomy. Many within our firm have already experienced this transformation, redefining relationships both personally and professionally.
The Role and Responsibilities
If business ownership has ever crossed your mind, this is your chance to start with us. As a Financial Services Professional, you will work directly with individuals, business owners, and families to help secure their financial futures. Your work will be valuable and aligned with our shared values: making a positive impact, providing paths to financial stability, and promoting peace of mind.
- Establish networks and cultivate referrals
- Develop and maintain long-term client relationships
- Provide financial solutions through fact gathering and needs analysis
- Broaden and deepen your skills through ongoing professional development and collaborative work with fellow associates
Our Culture and Values
Benefit from a culture of innovation where growth and change are embraced. Transparency, honesty, and clarity form the foundation of partnership within our firm. Your voice will be heard and valued, and you will have flexibility and freedom to design your work and your life according to your vision.
Who We’re Looking For
- A strong relationship-builder who takes a client-first approach
- A connector with people, and a connector of people
- Independent, self-motivated, and goal-oriented
Take the Next Step
Contact us today to explore a career that can have a significant impact on your life. Begin your journey toward professional growth and personal fulfillment by joining our team.
Pay: $70,112.52 - $84,436.58 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Vision insurance
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
Location:
- San Antonio, TX 78216 (Required)
Work Location: Hybrid remote in San Antonio, TX 78216
Salary : $70,113 - $84,437