Senior Advisor/CFP to Advise Existing Client Base

Your Roles & Responsibilities:
We seek a senior advisor to provide planning and investment advice to our firm’s existing clients and to deepen and improve the experience clients have with our firm. Your focus will be to:
1) maximize the value added to each client’s life,
2) reinforce the client’s decision to work with our firm,
3) increase client referrals.

Minimum Qualifications:
– at least 6+ years of experience and success with both financial planning and investment advising
– a CFP or equivalent certification
– client relationship building should be easy and natural
– working and excelling in a team driven setting should be natural for you
– ability to be creative and think outside the box
– you must be self-directed with the ability and desire to manage yourself and manage others over time.

Compensation and Benefits:
– salary based on your experience
– contingent pay based on both individual and team profit sharing results
– after vesting, equity ownership of the firm will be made available
– if your commitment and success are long term you will participate in an ownership succession plan that will pass the firm from one generation to another
– benefits will begin with 50% healthcare and will expand over time.

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 alternative investment tools allowing client portfolios to be both defensive and productive regardless of market direction. Our firm culture is forward thinking, creative, ethical, entrepreneurial, team driven, results driven and hard charging.

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