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Financial Advisory Consultant

2 months ago

Los Angeles, California, United States Capstone Partners Full time


Capstone Partners is in search of a Financial Advisory Consultant with 3-5 years of expertise in fee-based financial planning, investment management, and a transferable client portfolio.

Is Capstone the right environment for your practice? Perhaps. Consider whether the following attributes are significant to you and your clientele:
  • Complete ownership of your client portfolio
  • Comprehensive, non-captive platform with recurring revenue
  • Fee-based financial planning services
  • Investment and advisory solutions
  • Insurance implementation support
  • Opportunity to collaborate with a team—either joining an established producer group or forming one around you
During our initial conversation, we aim to understand you better and will guide you through the numerous advantages our advisors enjoy in partnering with us.

To highlight some key points:
  • Competitive performance-based compensation; no base salary provided
  • Comprehensive benefits package
  • Tailored and local training and support
  • In-house Directors specializing in wealth management and fee-based financial planning
Key Responsibilities

• Identify client opportunities through referrals, networking, and online marketing strategies

• Provide recommendations that address client concerns and assist them in achieving their objectives

• Guide clients through the intricate process of financial decision-making

• Act as a reliable source of advice

Required Qualifications

• 3-5 years of experience as a financial advisor

• Entrepreneurial mindset, long-term vision, and a willingness to collaborate with peers

• Experience in outbound prospecting and sales

• Coachable with a strong desire to learn

• Active FINRA SIE/7/66 and insurance licenses (or plans to obtain them promptly)

• Active CA insurance license