Financial Planner
4 weeks ago
Job Summary
Capstone Financial Advisors Inc. is seeking a skilled Financial Planner to join our team. As a key member of our Service Team, you will support Wealth Advisors in implementing customized financial plans for our high-net-worth clients.
This is a strategic position within the firm, providing an important opportunity for professional growth and development. You will work closely with our centralized Tax and Portfolio Trading teams to deliver exceptional client service.
Key Responsibilities
- Support Wealth Advisors in implementing client financial plans
- Participate in client meetings and coordinate preparation of meeting documents
- Ensure timely follow-up and communication with clients
- Prepare client tax returns and collaborate with the trading team
- Contribute to firm-wide projects and initiatives to enhance client deliverables and process efficiencies
Requirements
- 2+ years of comprehensive financial planning experience
- Ability to thrive in a technical environment
- Self-starter with a commitment to personal development
- Strong analytical and communication skills
- Experience with financial planning software applications
Benefits
- Competitive salary and bonus program
- Paid Time Off and flexible work options
- Health/Insurance benefits and 401(k) retirement plan
- Reimbursement for professional certifications and membership fees
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