Location: all cities,TX, USA
You dont need to do it all by yourself anymore.
Deliver the best possible client experience supported by your very own team.
The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few Wealth Managers can meet on their own. This is why Capital Strategies business model has been adopted by more and more financial advisors. At Capital Strategies, we have an industry leading Advisor Wealth Management program that supports the business growth and development of Wealth Managers.
Whether youre interested in building a team around you and your business, joining a high caliber team or planning succession we are here to help you.
If youre a successful entrepreneur looking to accelerate your practice, we will support you through...
- A robust platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance wealth managers.
- A unique business markets process that will differentiate you and help you add more value to conversations with business owners
- Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
- A team of seasoned investment and trust specialists to meet your clients unique estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
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- State-of-the-art technology platforms and tools
- A diversified portfolio of investment, insurance, and retirement solutions all manufactured here, so your input can directly impact the products we develop
-A one-stop shopping hub for insurance solutions when your clients needs must be met with products we do not offer
Lets partner together in support of the values we share with each other:
- Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
- Being heard: because your voice matters, because you matter
- Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
- Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
- Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
Qualifications:
Life & Health
Series 7
Series 66