Financial Planner

 

Capstone Financial Advisors has an immediate opening for a Financial Planner with two plus years of relevant experience.

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.

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 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 Financial Planner will also work with members of the firm's centralized Tax and Portfolio Trading teams.

Duties and Responsibilities

  • 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 client 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 certifications

REQUIRED Skills & Abilities

  • 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

Education & Experience

  • Bachelor’s degree in financial planning, Finance, or Accounting

  • Two years plus of comprehensive financial planning experience preferred

  • CFP ® certification, or in progress

Benefits

  • Competitive salary

  • Bonus program

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

  • Parental leave

  • 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

  • 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 

Capstone Financial Advisors, Inc. is an Equal Opportunity Employer.