Join Our Team

THREE DIFFERENT ADVISOR MODELS

 

Not every advisor wants to start their business from scratch. We are looking for dedicated professionals to join our team, whether you live in California. With multiple affiliation models and an internal infrastructure built for future growth, we aim to provide financial advisors with the tools, flexibility and level of support they feel they need to grow and thrive.

Tired of spending your time on matters outside of just servicing clients? Simply seeking a better payout but want to maintain ownership of your book? Don’t have time for portfolio creation? Let our team in San Diego support you in running your book of business the way you have always wanted to.

Joining CALPRO through the following models would require affiliating with our associated Registered Investment Advisor (RIA) and Broker Dealer (BD).

 
 

JUNIOR FINANCIAL ADVISOR - EMPLOYEE MODEL

This option is best for new and junior financial advisors seeking a growing collaborative environment in which to be an FA/Relationship Manager and not necessarily worry about client acquisition or the business operations of running an advisory firm.

All revenue and expenses are run through and paid by CALPRO. CALPRO staff will assist with any transition of a book, and CALPRO covers all expenses surrounding your practice – marketing, registrations, supplies, etc. Any ancillary staff needed to aid servicing your book of business would be employed and paid by CALPRO.

Other benefits include:

  • You will be incorporated into CALPRO’s compensation plan with a W2 Salary with benefits.

  • Assets you transition over or onboard in your first year remain under your ownership.

  • You receive access to firm-wide branding.

  • You inherit the firm’s pricing and payout with custodian, RIA and Broker Dealer.

  • You enjoy access to our full tech and firm infrastructure/staff (reception, practice manager, analysts/trading).

  • You qualify for clients to be referred over to you from the firm’s collaborative marketing efforts.

 

1099 Model

This option is best for those seeking to maximize payout for their business by inheriting our large-scale economies, branding and investment strategies but wish to operate under their own profit model and decision-making. The benefits include:

  • The firm’s competitive pricing and payout with multiple custodians, RIA and Broker Dealer.

  • Access to CALPRO’s investment models, traders and portfolio analysts.

  • Centralization of accounting/HR/payroll services through our internal Practice Manager. All revenues and expenses are segregated to your separate entity under your control.

  • Receive CALPRO’s firm-level discounts on technology, services as needed.

  • Access to CALPRO’s research and analytic providers.

  • Access to CALPRO’s technology infrastructure, including software and IT support.

  • Access to CALPRO’s branding materials.

 

Investment Only Model (TAMP)

You gain access to CALPRO investment models, traders and portfolio analysts.The Investment-Only Model is best for those seeking full-service asset rebalancing and asset management solution without any affiliation with CALPRO, allowing you to focus more on serving your clients and building your business. The benefits include:

  • You enjoy access to CALPRO firm-level discounts on technology, services as needed.

  • You receive access to CALPRO’s research and analytics.