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    Financial Advisor - Los Angeles, United States - Capstone Partners Financial and Insurance Services

    Capstone Partners Financial and Insurance Services
    Capstone Partners Financial and Insurance Services Los Angeles, United States

    1 week ago

    Default job background
    Accounting / Finance
    Description

    Capstone Partners is seeking an experienced financial advisor to join our team in Q2, to partner with us on our mission to impact the lives of your clients in Southern California.

    Is any of this important to you or your business?

    • Full equity ownership of your book (plus, support in valuing and selling it upon retirement)
    • Comprehensive, non-captive platform and recurring revenue
    • Fee-based financial plans
    • Investments and advisory services
    • Insurance implementation
    • Opportunity to work with a team – joining an established producer group or building one around you

    What would it take for you to be successful with us?

    • Entrepreneurial work ethic and long-term vision
    • Passion for empowering people
    • Coachability and eagerness to learn
    • Active FINRA SIE/7/66 and insurance licenses (or planning to get them ASAP)

    Perks of working with us:

    • Competitive performance-based compensation
    • Complete benefits package
    • Personalized and local training and support
    • In-house Directors of wealth management and fee-based financial planning

    To summarize, we are here to support you in launching your legacy. Let's make it happen.

    Connect with Jonathan Gruber for any questions or information:

    .financial |||

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