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Financial Services Representative
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Full-time
- 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.
- This 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.
- Ability to explain complex financial concepts in simple terms
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