Senior Financial Advisor

Miramontes Capital is seeking an experienced Financial Advisor with an established book of business and a minimum of $20 million in assets under management .

Your clients' financial lives extend far beyond their investment portfolios.

That's why we've built an integrated organization that brings together tax and accounting, wealth management and broker-dealer capabilities, residential and commercial lending, insurance, and additional investment strategies.

We own and operate the companies that bring these services together:

• MTO Accounting Solutions – Tax & Accounting
• AIIS – Insurance
• Balanced Security Planning
  - Broker Dealer

Our goal is to give clients one clear line of communication through their advisor and the other trusted financial professionals working on their behalf.

Rather than having a client's CPA, financial advisor, insurance professional, and lending professionals operating independently, our family-office approach creates an environment where those professionals can communicate and work toward a unified financial strategy for the client.

For the advisor, this provides greater visibility into what is happening across the client's financial life and more opportunities to identify needs, coordinate strategies, and help ensure important pieces of the client's financial picture aren't being addressed in isolation.

You remain at the center of the client relationship — helping quarterback their financial strategy while having access to the professionals and resources needed to address more of their financial needs.

For our advisors, that means more ways to serve the clients they've already worked hard to earn, deepen client relationships, and develop additional revenue opportunities across the services we provide, where permitted and subject to applicable licensing and regulatory requirements.

We believe an advisor's time is best spent building relationships, advising clients, developing new opportunities, and growing their practice.

We've built the infrastructure around our advisors to help them do exactly that.

You’ve spent years building your client relationships and earning their trust.

As those clients' financial lives become more complex, their needs may extend into taxes, insurance, lending, business finances, and other areas beyond traditional investment management.

Instead of having to send every need outside your organization, you'll have access to professionals and services that can help address more of your clients' financial needs.

For the right advisor, that can mean:

• A stronger overall client experience
• Deeper and more comprehensive client relationships
• More solutions available to clients
• Greater opportunities for collaboration
• Additional potential revenue opportunities from services provided across the organization, where permitted

The more value you can provide to your clients, the more opportunity you have to grow alongside them.

Being a successful financial advisor doesn't mean you should have to do everything yourself.

Our advisors have access to dedicated support across:

• Marketing and brand development
• Client and prospect events
• Professional networking
• Marketing campaigns
• Prospecting initiatives

Our goal isn't simply to support the business you've already built.

We want to help you grow it.

Growth requires consistent follow-through.

Our team provides hands-on support throughout the prospect and client experience, including meeting preparation, prospect follow-up, relationship management, and helping keep opportunities moving forward.

This allows our advisors to spend more of their time where they can make the greatest impact: in front of clients and prospects.

Because we own and operate much of the infrastructure behind our advisors, you have more direct access to the leadership, operations, compliance, and professionals supporting your business.

Our goal is to create an efficient environment where advisors can get questions answered, move business forward, and focus on growth while continuing to meet applicable regulatory and compliance requirements.

Our broader capabilities also include…