What are the responsibilities and job description for the Financial Advisor position at Capstone Financial, LLC?
About Us
At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are.
Make an impact – starting with your own life.
This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us
As a Financial Advisor, You Will Work Directly With Individuals, Businesspeople, And Families To Help Them Navigate Through And Secure Their Financial Future. The Work You Do Is Both Of Value, And Aligns With The Values We Share With You
You will…
At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are.
Make an impact – starting with your own life.
This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.
If you’ve considered business ownership, then start your business with us
As a Financial Advisor, You Will Work Directly With Individuals, Businesspeople, And Families To Help Them Navigate Through And Secure Their Financial Future. The Work You Do Is Both Of Value, And Aligns With The Values We Share With You
- 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
You will…
- 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