About Us : Capstone Financial, LLC is a premier single-source wealth management firm based in Atlanta, GA. As a MassMutual agency, we provide objective advice and create comprehensive financial plans that are customized to each client's unique needs.
We help our clients achieve financial success by considering a variety of perspectives and possibilities while keeping their goals, priorities, and dreams front and center.
Role DescriptionThis is a full-time, onsite role for a Financial Services Representative. The Financial Services Representative will be responsible for providing exceptional customer service to clients, selling financial products and services, providing investment advice, and working with clients to create comprehensive financial plans that meet their unique needs. Qualifications
- Strong knowledge of finance and financial services
- Experience with investments and insurance
- Excellent customer service skills
- Ability to explain complex financial concepts in simple terms
- Strong communication and interpersonal skills
- Series 7 and 63 / 65 / 66 licensure required or must be obtained within 6 months of hire
- Bachelor’s degree in finance, accounting, economics, or a related field
- Experience in the financial services industry is preferred
- CFP or CFA designation is a plus
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