Licensed Financial Advisor
Capstone Partners Financial and Insurance Services (LA)
Los Angeles, CA US
Posted ago
Capstone Partners Financial and Insurance Services (LA)

Have you hit a plateau in your practice? The candidates we meet have typically achieved high levels of success before engaging with us but have often hit a plateau with their current or prior firm. We are systematically growing our enterprise via fee-based financial planning and a formalized producer group growth model. Through guided career mentorship partnership opportunities internally, we push our advisors to elevate themselves within their careers and practices.

We have effectively built producer groups across our Southern California offices, and as far out as the Rocky Mountains, and we are looking to replicate the success these teams have achieved on a firm level. To do this, we are looking to partner with other advisors, who embody the following:

  • Incorporating a holistic approach
  • Seeking career guidance and mentorship
  • Pursuing growth
  • Looking to join a team, or to have a team built around them
  • Collaborating with senior partners

Responsibilities

  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

  • Experience in designing comprehensive financial plans, wealth management portfolios, and insurance strategies
  • Series 7, Series 66, and Life/Health Insurance licenses (or committed to earning these ASAP)
  • Networking and business development skills
  • Existing designations (CFP, CFA, ChFC, RICP) or goals to obtain them are a bonus

Compensation
$87,000 - $117,000 OTE
About Capstone Partners Financial and Insurance Services (LA)

At Capstone Partners Financial and Insurance Services (OC), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.

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