Comprehensive Financial Advisor - Capstone Colorado - a MassMutual firm

Comprehensive Financial Advisor

About the job

Company Description:

Capstone Colorado is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life.

Role Description

This is a full-time hybrid role for a Comprehensive Financial Advisor with expertise in Wealth Management and Risk Mitigation at Capstone Colorado. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.

Qualifications

• Expertise in Financial Planning, Wealth Management, and Retirement Planning
• Strong background in Investments and Finance
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships with effective client acquisition outreach
• Knowledge of financial regulations and industry trends
• Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus
• Bachelor's degree or higher

Industry

• Financial Services

Employment Type

· Full-Time

Featured benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance