Build a Career That MattersAt Capital Strategies, we help individuals, families, and business owners make informed financial decisions that create confidence for the future. If you're ambitious, relationship-driven, and looking for a career with unlimited growth potential, we provide the training, mentorship, and support to help you succeed. This is not a typical salaried office position. It's an opportunity to build your own financial planning practice with the backing of experienced leaders, established planning resources, and industry-leading technology. Whether your background is in sales, business development, banking, insurance, leadership, athletics, or another client-facing profession, we'll provide the coaching and licensing support needed to launch a successful career in financial services. Responsibilities: • What You'll Do • Build meaningful relationships with individuals, families, and business owners. • Conduct financial reviews to understand clients' goals, priorities, and concerns. • Develop personalized financial strategies to help clients pursue their objectives. • Educate clients on retirement planning, wealth accumulation, risk management, and other financial topics. • Grow your practice through networking, referrals, and community involvement. • Maintain ongoing client relationships through regular reviews and proactive communication. • Utilize modern planning technology, CRM systems, and investment platforms to deliver exceptional service. • Continuously develop your knowledge through training, coaching, and professional development programs. Qualifications: • What We're Looking For The ideal candidate is: • Highly motivated. • Comfortable building relationships and expanding a professional network. • Coachable and eager to learn. • A strong communicator who can simplify complex concepts. • Goal-oriented with a strong work ethic. • Committed to acting with integrity and putting clients first.Preferred Qualifications • Bachelor's degree or equivalent professional experience. • Experience in sales, business development, banking, insurance, mortgage, customer service, recruiting, leadership, or other relationship-focused roles. • Demonstrated success in a performance-based environment. • Willingness to obtain required state and federal licenses. Compensation: $80,000 - $124,000 yearly

• What You'll Do • Build meaningful relationships with individuals, families, and business owners. • Conduct financial reviews to understand clients' goals, priorities, and concerns. • Develop personalized financial strategies to help clients pursue their objectives. • Educate clients on retirement planning, wealth accumulation, risk management, and other financial topics. • Grow your practice through networking, referrals, and community involvement. • Maintain ongoing client relationships through regular reviews and proactive communication. • Utilize modern planning technology, CRM systems, and investment platforms to deliver exceptional service. • Continuously develop your knowledge through training, coaching, and professional development programs.