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Financial Advisory Specialist

2 months ago

Los Angeles, California, United States Capstone Partners Full time


Capstone Partners is in search of a Financial Advisory Specialist with 2-4 years of experience in financial planning and a pre-existing client portfolio to become part of one of our established producer groups.

Understanding what matters most to you is essential for us to determine if we align with your practice.

Are any of the following aspects significant to you?
Full equity ownership of your client portfolio (along with assistance in valuing and selling your portfolio upon retirement)
Comprehensive, non-captive platform with recurring revenue
Fee-based financial planning services
Investment and advisory solutions
Implementation of insurance strategies
Opportunity to collaborate with a team – either by joining an established producer group or forming one around your expertise

During our interview process, we will guide you through the numerous advantages our advisors experience by partnering with us.


Key Highlights:
Performance-based compensation structure; no base salary
Comprehensive benefits package
Tailored and local training and support
Access to in-house Directors of wealth management and fee-based financial planning

Responsibilities:
Identify client opportunities through referrals, networking, and digital marketing strategies
Provide recommendations that address client concerns and assist them in reaching their objectives
Guide clients through the intricate process of financial decision-making
Qualifications:
1-3 years of experience as a financial advisor
Entrepreneurial mindset and long-term vision
Experience in outbound prospecting and sales
Willingness to learn and adaptability
Active FINRA SIE/7/66 and insurance licenses (or plans to obtain them promptly)
Active CA insurance license

Compensation:
$55,000 - $60,000 in on-target earnings

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