The first product that a client buys, is you. You are the star of the show, and it's our goal to empower you to achieve your career vision.
Capstone Partners is seeking an experienced financial advisor to join our team in the third quarter, to partner with us on our mission to impact the lives of your clients in Southern California.
Is any of this important to you?
- Full equity ownership of your book
- Comprehensive, non-captive platform and multiple streams of recurring revenue
- Fee-based financial planning philosophy, and significant investments being made in local infrastructure
- Investments, advisory services and a robust suite of private alternative investments
- Insurance implementation for select clients
- Opportunity to work with and learn from an established team
What would it take for you to be successful with us?
- Entrepreneurial work ethic
- Skillset in business development and networking
- Passion for empowering others
- Coachability and eagerness to learn
- Active FINRA SIE/7/66 and insurance licenses (or planning to get them ASAP)
- CFP designation, a plus
Perks you'll benefit from by working with us:
- Competitive performance-based compensation
- Complete benefits package
- Personalized and local training and support; 1-on-1 development meetings
- In-house Directors of wealth management and fee-based financial planning
We are here to support you in launching your legacy. Let’s make it happen.
Connect with Jonathan Gruber for any questions or information:
jgruber@capstone.financial ||| 707.291.7806
- https://calendly.com/jonathangruber/interview
