Join our Firm

We are seeking Financial Advisors specializing in one (or more) of the following areas:

1. Financial, Business, Succession & Estate planning
2. Investment Advisory Wealth Management
3. Alternative Investments  
4. Qualified and Non-Qualified Retirement Plans
5. Life, Disability, Long Term Care and Annuities

Candidates should be experienced in developing clients and have impeccable values and ethics. We are not looking for salespeople but a relationship based Advisor to represent the firm in client development and long range client planning opportunities.

Our firm offers access to a wide array of wealth management solutions including institutionally managed mutual funds, stocks, bonds, separately managed accounts and hedge funds. As well as alternative investments such as oil and gas ventures, non traded REIT’s, TIC’s, and equipment leasing ventures. We also have access to over 300 insurance companies through an on-line centralized underwriting system that provides clients the most favorable underwriting offers available.

Our firm also offers a challenging and intellectually stimulating work environment including a team of specialist to collaborate with, the independence to work only for the benefit of the client, and unlimited business potential. The ideal candidate should be interested in a competitive results-based compensation structure utilizing an open architecture platform.

Must hold a California life and health license, Series 7 broker and either Series 65 or 66, Registered Investment Advisor. 

 

Please email your qualifications to hr@capitalplanningadvisors.com if you are interested in the pursuing a career with Capital Planning Advisors, Inc.