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 Wealth Advisors, Wealth Advisors, Financial Planners, and Client Service Specialists.
The Senior Wealth Advisor is the primary manager of the client relationship and is the most experienced advisor at the firm. The position has responsibility for managing client relationships and formulating and implementing complex financial planning advice. The Senior Wealth Advisor is also expected to develop new client relationships and, in addition, serve as a technical resource to the firm and mentor/develop Team Members in client service delivery.
Act as the primary relationship manager to the firm's high-net-worth clients
Proactively service and maintain a full practice of high-net-worth relationships
Ensure all client relationships contribute positively to the Firm’s reputation
Provide and coordinate financial planning and wealth management services, including, estate planning, tax compliance and planning, portfolio management, and retirement planning
Serve as a technical resource to the firm’s client service team
Effectively utilize, delegate, and direct the activities of the client service team and other service providers (COIs) to provide superior client service
Act as mentor/coach to the firm’s service team; committed to the continuing education, training, and talent development (including providing performance assessments) of relevant Team Members
Obtain new business for the firm from an established network of clients and COIs and through community involvement activities
Actively participate in firm-supported business development initiatives
Ensure a successful process for transitioning new client relationships to and within the firm
Participate in firm initiatives
Skills and Qualifications
Minimum 7 years of demonstrated progressively responsible client-facing, high-net-worth financial planning experience
Demonstrated ability to manage the most complex, high-net-worth client relationships
Demonstrated track record establishing new client relationships
Possesses the technical skills necessary to support the client service model at the highest level
Demonstrated mastery of relevant tax, financial planning, and investment software applications
Strong ability and desire to foster and nurture relationships with clients, coworkers, and firm prospects
Possesses high integrity, a positive attitude, and a team orientation
Has the personal presence, confidence, and entrepreneurial ambition to support and grow a full practice of high-net-worth clients
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.