Job Description

IT’S AMAZING TO PLAY MAJOR LEAGUE BASEBALL, BUT IT’S A WHOLE OTHER EXPERIENCE TO PLAY FOR THE NEW YORK YANKEES! THAT’S THE EQUIVALENT OF WORKING AT CAPSTONE PARTNERS.

I JOINED CAPSTONE PARTNERS WHEN I HEARD OUR CEO SPEAK ABOUT HOW HE’S TRANSFORMING THE COMPANY TO COMPETE NOT AGAINST MERRILL LYNCH, UBS AND MORGAN STANLEY, BUT FACEBOOK, GOOGLE, AMAZON, AND MICROSOFT.

IN THE LAST YEAR WE SPENT $1 BILLION ON A NEW CLIENT MANAGEMENT, TRADING, AND PRACTICE MANAGEMENT SYSTEM CALLED ADVISOR 360. ADDITIONALLY, WE ACQUIRED THE TECHNOLOGY AND PARTNERED WITH BLACK ROCK TO DELIVER A BEST IN CLASS ROBO ADVISOR. FINALLY, OUR CEO BOUGHT A STARTUP CALLED COVERPATH TO DELIVER A PAPERLESS, FLUIDLESS, ALGORITHMIC UNDERWRITING EXPERIENCE FOR LIFE AND DISABILITY INSURANCE. WE AREN’T AFRAID OF THE INTERNET AND SOCIAL MEDIA, WE’RE DOMINATING IT!

IF YOU’RE A FINANCIAL OR WEALTH ADVISOR WHO WANTS TO DO MORE, THEN I WANT TO SPEAK WITH YOU. APPLY NOW AND IF YOU'RE QUALIFIED, I’LL SEND YOU MY CALENDAR LINK TO BOOK AN INTERVIEW.

REGARDS,

EDDIE LOOMIS

MANAGING DIRECTOR

CAPSTONE PARTNERS

RESPONSIBILITIES:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

​QUALIFICATIONS:

• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

Company Description

Capstone is a non-captive, open platform firm that has to earn your business everyday. Our offices are in Newport Beach, Century City, Las Vegas, Bakersfield, Lehi, and Denver. We’re a team of advisors and wealth managers who support NBA owners, oil company executives, start ups, Hollywood stars, and hard working Americans everywhere. We compete and win at every level and are looking for key advisors to join our team.