Career Opportunities
Are you currently a financial advisor who is considering going independent but don't want to be a compliance officer, too? Are you tired of representing financial companies and not your clients? Are you a Group Health specialist looking to leverage your business with a firm who is strong in Group Retirement Plans? Then maybe you've come to the right place.
What you provide:
- Continuing client service to your clients
- Building your clientele to a comfortable size for you
- Specializing in an area of strength if that is right for you
Your background:
- Do you have experience and educational background in investments, insurance, research and financial planning?
- Do you have an existing clientele ready for a better professional relationship with you?
What we provide:
- A challenging and supportive environment for you to grow your success
- Compliance oversight
- Client newsletters
- An innovative environment to discuss research ideas and financial plan design
Send your resume to:
Capital Portfolio Advisors, Inc.
3131 S. Dixie Drive
Suite 105
Dayton, Ohio 45439
email: dennis@capitalportadv.com
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