Our agency honors words such as these: knowledge, integrity, confidence, and trust. We represent those ideals through our Financial Services Professionals whose interactions and relationships support local residents. Our resources, time, and effort are dedicated to improving the community we live and work in, and we impact our communities daily by making a difference in the lives of people through providing solutions that help secure their financial futures.
The goal of our Internship Program is to allow you to experience a typical day as a Financial Services Representative. Through our classroom style sessions and hands on field training, you will learn how to take a client through our financial planning process, from beginning to end, to understand which strategies best fit our clients’ wants and needs. Emphasis will be placed on the importance of networking techniques while learning how to build your own business.
Our competitive Internship Program provides you with the opportunity to be able to think at a strategic level, and to be able to develop business/ financial plans. By the completion of this program, you should be able to effectively market yourself, communicate clearly and concisely in business conversations, and help families achieve their financial goals.
Capstone Financial, LLC will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for the information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.