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Wealth Management Advisor

3 months ago

Los Angeles, United States Capstone Partners Full time
Description

Capstone Partners is seeking an advisor with 3-5 years of experience with fee-based financial planning, investment management, and a transferrable book of business.

Is Capstone a good fit to move your practice? Maybe. Are any of these features below important to you and your clients?
  • Full ownership of your book of business
  • 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
When we set up an introductory conversation, we'd like to get to you know better. And we will be sure to walk you through all of the benefits our advisors experience in partnering with us.

To summarize a few of the main points:
  • 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 social media marketing strategies
•Make recommendations that alleviate client concerns and help clients achieve their goals
•Guide clients through the complicated process of financial decision-making
•Serve as a trusted source of advice

Qualifications

•3-5 years of financial advisor experience
•Entrepreneurial work ethic, long-term vision, and eagerness to collaborate among your peers
•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