Capstone Financial Advisors has an immediate opening for a Senior Financial Planner with 3 to 5 plus years of relevant experience.
If you’re a looking to make a difference in people’s lives, working as a Senior Financial Planner at Capstone Financial Advisors might be right for you.
We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned.
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.
When you’re at Capstone, you’ll experience professional and personal growth supported by a structured career path.
At the core of Capstone’s client service offering is our Service Teams, consisting of Wealth Advisors, Financial Planners, and Client Service Specialists.
As a member of the Service Team, the Senior Financial Planner will support Wealth Advisors' implementation of customized financial plans. This is a strategic position within the firm and provides an important opportunity in the development of future Wealth Advisors. The Senior Financial Planner will also work with members of the firm's centralized Tax and Portfolio Trading teams.
Support the Wealth Advisor team in the implementation of client’ financial plans
Play an active, participative role during client meetings
Coordinate preparation of all client meeting documents
Responsible for meeting follow-up and communication
Prepare client tax returns with oversight and support the firm’s centralized trading team
Engage in firm-wide projects and initiatives that support client deliverables and firm process efficiencies
Responsible for executing the firm’s operational duties in a compliant manner
Seeks personal development opportunities by learning from more experienced Team members and earning relevant professional designations
Skills and Qualifications
3 – 5+ years of comprehensive financial planning experience
Bachelor’s degree in Financial Planning, Finance, or Accounting
CFP ® certification
Ability to thrive in a highly technical environment
A self-starter, takes ownership, and committed to personal development
Possesses good judgement: able to gather, analyze and evaluate information in support of effective decision-making
Detail-oriented, accurate, organized and effectively manages time
Strong interest and ability in fostering relationships with clients and coworkers
Excellent interpersonal communication skills
Possesses high integrity, positive attitude, and team orientation
Experience with financial planning software applications
A desire to work for a fee-only, financial planning firm
Paid Time Off (national holidays, personal time, birthdays, community service activities)
Flexible work options (2 remote working days each week, summer hours, early holiday departures)
Health benefits (medical, dental, vision, life insurance, short- and long-term disability)
401(k) retirement plan with company contribution
Flexible spending account
On-site, health club membership
Reimbursement for relevant professional certifications and membership fees
Recent Capstone Accolades
2022 Best Places to Work in Illinois
2022 Financial Advisor Magazine RIA Ranking
InvestmentNews 2021 Best Places to Work for Financial Advisors
At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals.
When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.