Capstone Partners is seeking an Experienced Advisor with 3-5 years of experience and a transferrable book of business.
The best way we can understand if we are the right fit for your practice is by understanding the things that are important to you. Are any of these items below important?
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Total equity ownership of your book of business
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Comprehensive, non-captive platform and recurring revenue
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Fee-based financial planning
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Investments and advisory services
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Insurance Implementation
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Opportunity to work with a team – joining an established producer group or building one around you
We will walk you through all of the benefits our advisors experience in partnering with us.
To summarize a few of the highlights:
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Competitive performance-based compensation; there is no base salary
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Complete benefits package
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Personalized and local training and support
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In-house Directors of wealth management and fee-based financial planning
Compensation:
$55,000 - $60,000 on-target earnings
Responsibilities:-
Source client opportunities through referrals, networking and online social media marketing strategies
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Make recommendations that alleviate client concerns and help clients achieve their goals
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Guide clients through the complicated process of financial decision-making
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Serve as a trusted source of advice
Qualifications:-
3-5 years of financial advisor experience
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Entrepreneurial work ethic, long-term vision and eagerness to collaborate among your peers
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Outbound prospecting and sales experience
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Coachability and an eagerness to learn
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Active FINRA SIE/7/66 and insurance licenses (or planning to get them ASAP)
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Active CA insurance license
About Company
At Capstone Partners Financial and Insurance Services (LA), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers clients to achieve their vision.