Advisor with Existing Book

Who We Seek / The Opportunity:
An experienced, established advisor from a brokerage or insurance firm or an RIA with an existing, transferable book of business that seeks a work environment that is supportive, team oriented and entrepreneurial which will allow you to earn a higher payout and succession opportunity. This is a long term career move that combines the independence of managing your own book with the opportunity of acquiring both equity and if so desired, a management and leadership role within the firm. Compensation and benefits package to be generous and competitive with longer term partnership potential.

Skills and Knowledge:
– Proven track record of building a wealth management business
– Deep experience in effectively communicating and executing the key elements of the wealth building process including investment strategy, retirement planning and income and asset protection
– Experience with both conventional and alternative investments preferred
– Entrepreneurial spirit and the ability to work collaboratively and productively across the team and organization

Marin Capital Management
is a 17 year old wealth management firm located in San Rafael, California. We provide comprehensive financial planning, portfolio management and insurance services to individuals, families and businesses. Our specialties include utilizing both conventional and a wide range of alternative investment tools allowing client portfolios to be both defensive and productive regardless of market direction. Our firm culture is forward thinking, creative, entrepreneurial, ethical, open, team driven, results driven and hard charging.

Please send your resume to Geoff Hakim at We will contact you after review.