Description
Capstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups.
The best way we can understand if we are the right fit for your practice is by understanding what is important to you. Are any of these components below important?
- Full equity ownership of your book of business (plus, support in valuing and selling your book upon retirement)
- Comprehensive, non-captive platform and recurring revenue
- Fee-based financial planning
- Investments and advisory services
- Insurance Implementation
- Opportunity to work with a team - joining an established producer group or building one around you
In our interview process, we will walk you through all of the benefits our advisors experience in partnering with us. To summarize a few of the highlights :
- Competitive performance-based compensation; there is no base salary
- Complete benefits package
- Personalized and local training and support
- In-house Directors of wealth management and fee-based financial planning
Responsibilities
- Source client opportunities through referrals, networking and online marketing strategies
- Make recommendations that alleviate client concerns and help clients achieve their goals
- Guide clients through the complicated process of financial decision-making
Qualifications
- 1-3 years of financial advisor experience
- Entrepreneurial work ethic and long-term vision
- Outbound prospecting and sales experience
- Coachability and an eagerness to learn
- Active FINRA SIE / 7 / 66 and insurance licenses (or planning to get them ASAP)
- Active CA insurance license
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