Wealth Planning Associate
📋 Role Overview & Responsibilities
Company DescriptionCapitas Financial is a premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business, and financial life planning needs. Founded in 2001, Capitas Financial establishes strong alliances with leading insurance carriers and financial institutions. We offer an unparalleled planning process, a selection of life, disability, and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities. Our teams include experienced local Capitas Point of Sale and industry-leading Private Wealth Team, providing insight and expertise related to various financial planning areas.
Role DescriptionThis is a full-time hybrid role for a Wealth Planning Associate at Capitas Financial in St Louis, MO, and multi state teritory. The Wealth Planning Associate will be responsible for day-to-day tasks related to financial planning, including communication with clients, analyzing financial data, and providing investment recommendations. The role will also involve assisting Financial Advisors with various finance-related tasks and supporting the overall wealth planning process.
QualificationsStrong financial planning and analytical skillsExcellent communication and interpersonal skillsKnowledge of finance and investment principlesAttention to detail and ability to analyze complex financial informationAbility to work independently and as part of a teamProficiency in financial planning software and toolsBachelor's degree in Finance, Economics, or a related fieldCertifications such as CFP, CFA, or CPA are beneficial
For more information
Website: www.TheBlairAgency.comLocations: www.capitasfinancial.com/locationsContact Us: www.capitasfinancial.com/contact-us
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.
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This position is located in St Louis, MO with potential relocation and sponsorship assistance depending on candidate qualifications.
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