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More than a job, Capstone promotes opportunity.

 

If you want to truly make a difference in people’s lives, we invite you to consider Capstone. As a Wealth Management professional, your clients trust you with their life goals. You’re part of something bigger than finances.  

We want both our clients and our Team Members to enjoy the Capstone experience.  Capstone is 100% employee owned with 11 shareholders. We’ve built Capstone with intention, creating a place where you can truly flourish.

 
 

What Capstone Team Members say about working here

Team Members like the Capstone business model because we do what’s in the best interest of our clients. As a fiduciary, we put integrity first in everything we do.

From a cultural perspective, here are the top 3 most liked:

  1. Firm commitment to individual personal development

  2. Friendly and supportive culture that fosters deep, personal relationships

  3. Workplace flexibility

 
 
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Official Capstone accolades

  • Crain’s Chicago Business’ 2024 Best Places to Work in Chicago

  • InvestmentNews’ Best Places to Work for Financial Advisors for 2024

  • 2024 Best Places to Work in Illinois

  • 2023 Best Places to Work in Illinois

  • 2023 Financial Advisor Magazine RIA Ranking

  • 2022 CNBC FA 100

  • 2022 Best Places to Work in Illinois

  • 2022 Financial Advisor Magazine RIA Ranking

  • InvestmentNews 2021 Best Places to Work for Financial Advisors

  • 2020 Financial Times 300 Top RIAs

 

Enjoy benefits you deserve, including:

  • Competitive salaries

  • Bonus program

  • Paid Time Off

    • National holidays

    • Personal time

    • Birthdays

    • Community service activities

    • Roll over up to 4 weeks per year

  • Health benefits (medical, dental, vision, life Insurance, short- and long-term disability)

  • Parental leave policy offering 6 weeks of bonding leave of which 3 weeks are paid

  • Flexible Spending Accounts (FSA)

  • 401(k) employee retirement plan with generous firm contributions

    • Eligible Capstone employees can begin salary deferral contributions starting the first of the month after their hire date.

    • Capstone will contribute 3% of salary and bonus to each employee’s account regardless of employee contributions, beginning 6 months after hire.

    • All 401(k) Plan contributions are immediately vested.

  • Flexible work options include:

    • Two remote working days each week

    • Regular flexible hours

    • Time off to accommodate family needs

    • Summer hours and early holiday departures

  • Employee Assistance Program

  • Employee referral program

  • Free membership to the building’s health club

  • Free Costco membership

  • Complementary daily snacks and beverages

 

Experience a transparent, communicative environment:

  • Monthly company progress updates

  • Semi-annual all-company meetings

  • Annual formal employee survey to solicit ideas for improvements

 
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Rest assured we support your professional development:

  • Individual development plans supporting each Team Member’s career objectives

  • Extensive onboarding and training program, job shadowing, and cross-training

  • Performance Reviews to provide feedback twice a year

  • Check-ins twice a year to identify future career aspirations and goals

  • Reimbursement for relevant certifications, business education workshops, and/or conferences

  • Reimbursement for relevant professional membership fees and professional continuing education costs

  • Formalized Wealth Advisor succession plan

 

Look forward to coming to work every day:  

We regularly host activities to relieve stress and promote fun including:

  • Post-tax season parties: Bocce Ball, day at the racetrack, Top Golf, and bake-offs

  • Holiday festivities: firm holiday party, gift exchange, Ugly Sweater Day, office mini golf

  • General fun: goodie days, baby showers, employee milestone celebrations

 
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