Main Responsibilities of a Financial Services Consultant at Capstone Partners Financial
Byron, a Financial Services Consultant at Capstone Partners Financial with less than two years of experience, focuses on "assessing clients' needs" and fulfilling "any financial needs," ranging from 401k rollovers and insurance to 529 plans and retirement planning, while simultaneously developing new business. This early-career focus on client acquisition and comprehensive financial service provision highlights the demanding yet multifaceted nature of the role.
Networking, Client Relationship Management, Financial Planning, Sales, Wealth Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Byron Lopez
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Economics
Finance (Banking, Fintech, Investing)
Finance
Veteran
Video Highlights
1. Building a client base through networking
2. Providing diverse financial services (401k rollovers, insurance, 529 plans, retirement planning)
3. Assessing client needs and offering tailored wealth management solutions
Transcript
What are your main responsibilities within your current role?
My main responsibilities within my current role, given that I'm still less than five years in, are to go out and network and meet clients. For my current clients, I address any financial needs they may have.
This includes things like 401k rollovers, insurance recommendations, or opening a 529 account for a child's college fund if they've just had a baby. I also handle retirement planning and other types of wealth management.
For all clients, I have to assess their needs. At the same time, I'm still looking for new clients.