Capital Management Services, Inc. is a full service, independent wealth management firm. We are looking for high quality, client focused independent advisors, who have a passion for helping clients reach their financial goals.
We offer competitive payouts and have a full back office support system to help build and grow your practice. We also have great partnerships with some of the best in class marketing teams and you can decide to join under our brand, or continue to build and grow your personal brand. We walk you through what has been working for us and you will have access to advisors that are building a world class practice utilizing our programs and resources.
Qualifications we look for:
- Bachelor’s degree
- Series 65 license or one of the following designations, CFP® or CFA® or PFS or ChFC or CIC
- State Insurance License
- Three years or more of relevant experience
- Strong analytical skills
- Ability to interact well with clients and all employees
- Commitment to ‘High Quality, Customer Driven’ service
- Professional attitude, demeanor, and appearance
Please fill out the confidential form below and a member of our management team will arrange a time to meet with you.