Financial Advisor

About Us

At Capital Financial Strategies, our clients  needs always come first. As an independent firm, we’re not tied to any one company or product, allowing us to craft personalized, objective financial strategies. Our experienced advisors are known for their honesty, integrity, and dedication—and we’re looking to grow our team with professionals who share these values.

We empower our advisors to build their business with the freedom to stay true to their vision, while also providing the resources, support, and collaborative culture needed to succeed. Join us and enjoy being in business for yourself, but never by yourself.

• Low Office Overhead
  :
  Access to office space in a professional environment
• Local Support
  :
  On-site compliance, administrative assistance, and locally made decisions
• Competitive Advisor Funding
  :
  Transition assistance for both new and experienced advisors
• Professional Onboarding
  :
  Dedicated onboarding professional for a seamless transition
• Advanced Technology
  :
  Access to robust platforms and tools to grow your practice
• Marketing Support
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  Cost-sharing programs and reimbursements for cutting-edge tools
• Training & Mentorship
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  Ongoing education, mentoring, and teaming opportunities
• Succession Planning
  :
  Legacy advisor program with continuity and book transfer options
• Collaborative Culture
  :
  Strong advisor community, peer networking, and reward trips

• FINRA Series 7 registration
• FINRA registration(s):
  Series 66 or 63 and 65
• State Life and Health Insurance License
• Strong client relationship skills and a passion for helping others
• Entrepreneurial mindset with a commitment to ethical practices

If you’re seeking an opportunity to grow with an independent, client-centered firm that values integrity and collaboration, we’d love to connect.

Learn more about joining a firm that offers financial advisors the opportunity to grow with both independence and support by applying here or contacting us directly at