What are the responsibilities and job description for the Inexperienced Financial Advisor position at Capstone Financial, LLC?
About Us
At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds. What matters most is drive, coachability, integrity, and the ability to build trust with people. We provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service.
The Role
We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.
You will participate in a structured advisor development path with paid training, mentorship, and practical support designed to help you ramp quickly. You will learn how to build relationships, generate opportunities, uncover client needs, and deliver planning-based solutions with confidence.
This role is best suited for someone who is coachable, action-oriented, and excited by the idea of building a career where effort, influence, and consistency matter.
What You'll Do
Client & Business Development
Build relationships through networking, referrals, warm introductions, and community involvement
Prospect for new clients and create opportunities through consistent business development activity
Meet with individuals, families, and business owners to understand financial goals and priorities
Learn to present solutions across protection, investments, retirement, and broader planning needs
Advisor Development
Participate in training focused on planning, product knowledge, sales, and practice management
Work alongside experienced advisors to accelerate learning and confidence
Develop skills in fact-finding, discovery conversations, and recommendation delivery
Build daily and weekly habits that drive pipeline growth and long-term success
Client Experience
Deliver thoughtful, responsive, relationship-driven service
Help clients think holistically about their financial future
Use firm tools and resources to support strong planning outcomes
What Makes You a Great Fit
Bachelor’s degree preferred, but not required for the right candidate
Professional experience in sales, athletics, hospitality, education, recruiting, business development, or other relationship-driven roles is a plus
Highly coachable, ambitious, and self-motivated
Strong communication and interpersonal skills
Comfort with activity-based business development and performance goals
Interest in financial planning, entrepreneurship, and long-term relationship building
Why You'll Love It Here
Strong earning potential with upside tied to your effort, growth, and results
Paid training, mentorship, and support designed to help you ramp faster
A collaborative culture that values positivity, ambition, and service
Access to planning, operational, and leadership resources
The chance to build a rewarding career helping people pursue financial freedom
At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds. What matters most is drive, coachability, integrity, and the ability to build trust with people. We provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service.
The Role
We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.
You will participate in a structured advisor development path with paid training, mentorship, and practical support designed to help you ramp quickly. You will learn how to build relationships, generate opportunities, uncover client needs, and deliver planning-based solutions with confidence.
This role is best suited for someone who is coachable, action-oriented, and excited by the idea of building a career where effort, influence, and consistency matter.
What You'll Do
Client & Business Development
Build relationships through networking, referrals, warm introductions, and community involvement
Prospect for new clients and create opportunities through consistent business development activity
Meet with individuals, families, and business owners to understand financial goals and priorities
Learn to present solutions across protection, investments, retirement, and broader planning needs
Advisor Development
Participate in training focused on planning, product knowledge, sales, and practice management
Work alongside experienced advisors to accelerate learning and confidence
Develop skills in fact-finding, discovery conversations, and recommendation delivery
Build daily and weekly habits that drive pipeline growth and long-term success
Client Experience
Deliver thoughtful, responsive, relationship-driven service
Help clients think holistically about their financial future
Use firm tools and resources to support strong planning outcomes
What Makes You a Great Fit
Bachelor’s degree preferred, but not required for the right candidate
Professional experience in sales, athletics, hospitality, education, recruiting, business development, or other relationship-driven roles is a plus
Highly coachable, ambitious, and self-motivated
Strong communication and interpersonal skills
Comfort with activity-based business development and performance goals
Interest in financial planning, entrepreneurship, and long-term relationship building
Why You'll Love It Here
Strong earning potential with upside tied to your effort, growth, and results
Paid training, mentorship, and support designed to help you ramp faster
A collaborative culture that values positivity, ambition, and service
Access to planning, operational, and leadership resources
The chance to build a rewarding career helping people pursue financial freedom