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SRQ Wealth

Sarasota, Florida

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Wolverine Trading

Chicago, Illinois

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Oakton College

Des Plaines / Skokie, Illinois

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Oakton College

Des Plaines / Skokie, Illinois

Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

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Senior Wealth Advisor
Summary/Objective Capstone Financial Advisors has an immediate opening for a Senior Wealth Advisor with 7 plus years of relevant experience. If you’re a looking to make a difference in people’s lives, working as a Senior Wealth Advisor at Capstone Financial Advisors might be right for you. We are a fee-only, 100% employee owned, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances.  Capstone is actively growing in ways that allow us to maintain our personalized service. It’s not just about getting bigger. It’s about getting better. At the core of Capstone’s client service offering is our Service Teams, consisting of Senior We


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