Capstone Partners is seeking a Financial Advisor with 1-3 years of experience to join one of our producer groups, to partner alongside us on our mission to impact the lives of your clients in Southern California. What is important to you and your business? • Full equity ownership of your book of business (plus, support in valuing and selling your book 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 Here are some of the many benefits that you will receive in working with us: • Competitive performance-based compensation; there is no base salary • Complete benefits package • Personalized and local training and support • In-house Directors of wealth management and fee-based financial planning Responsibilities: • Source client opportunities through referrals, networking and online marketing strategies • Make recommendations that alleviate client concerns and help clients achieve their goals • Be an ethical resource for financial guidance • Guide clients through the complicated process of financial decision-making Qualifications: • 1-3 years of financial advisor experience • Entrepreneurial work ethic and long-term vision • Outbound prospecting and sales experience • Coachability and an eagerness to learn • Active FINRA SIE/7/66 and insurance licenses (or planning to get them ASAP) • Active CA insurance license Compensation: $65,000 - $80,000 on-target earnings

• Source client opportunities through referrals, networking and online marketing strategies • Make recommendations that alleviate client concerns and help clients achieve their goals • Be an ethical resource for financial guidance • Guide clients through the complicated process of financial decision-making