Financial Planner

4 weeks ago


Downers Grove, Illinois, United States Capstone Financial Advisors Inc. Full time

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


  • Downers Grove, Illinois, United States Capstone Financial Advisors Inc. Full time

    Job SummaryOverviewCapstone Financial Advisors has an opening for a Financial Planner with relevant experience. As a fee-only, independent Registered Investment Advisor (RIA), we provide tailored wealth management services to high-net-worth clients.Key ResponsibilitiesSupport Wealth Advisors in implementing client financial plansParticipate in client...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Job DescriptionJob Title: Medical StrategistJob Summary: We are seeking a highly skilled Medical Strategist to join our team at BMO Financial Group. The successful candidate will be responsible for providing specialized wealth planning services to High Net Worth and Ultra High Net Worth clients.Key Responsibilities:Provide customized advice and specialized...


  • Downers Grove, Illinois, United States Principal Financial Group Full time

    Job SummaryThis role leads and consults with financial professionals to help them build their skills and grow their practice. The ideal candidate will have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.Key ResponsibilitiesDevelop a profitable business center by attracting, training, motivating and...


  • Downers Grove, Illinois, United States Principal Financial Group, Inc. Full time

    Job SummaryThis role is responsible for leading and consulting with financial professionals to help them build their skills and grow their practice. The ideal candidate will attract and develop top-tier talent to our team, fostering an intentional culture. Key responsibilities include:Develop a profitable business center by attracting, training, motivating,...

  • Financial Planner

    3 weeks ago


    Downers Grove, United States Capstone Financial Advisors Inc. Full time

    Summary/ObjectiveCapstone 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...

  • Financial Planner

    4 weeks ago


    downers grove, United States Capstone Financial Advisors Inc. Full time

    Summary/ObjectiveCapstone 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...

  • Financial Planner

    2 months ago


    Downers Grove, United States Capstone Financial Advisors Inc. Full time

    Summary/ObjectiveCapstone 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...

  • Financial Planner

    2 weeks ago


    Downers Grove, IL, United States Capstone Financial Advisors Inc. Full time

    Summary/ObjectiveCapstone 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...


  • downers grove, United States Capstone Financial Advisors Inc. Full time

    As a fee-only, independent Registered Investment Advisor (RIA), Capstone provides personalized wealth management to high-net-worth clients, tailoring our services to meet each client’s unique needs and circumstances. We are proud to be 100% employee-owned and believe in fostering a work environment that supports both professional and personal growth.At...


  • Downers Grove, United States Capstone Financial Advisors Inc. Full time

    As a fee-only, independent Registered Investment Advisor (RIA), Capstone provides personalized wealth management to high-net-worth clients, tailoring our services to meet each client’s unique needs and circumstances. We are proud to be 100% employee-owned and believe in fostering a work environment that supports both professional and personal growth.At...

  • Insurance Agent

    3 weeks ago


    Forest Grove, United States Country Financial Full time

    DescriptionA variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.COUNTRY Financial®...

  • Production Planner

    1 week ago


    Inver Grove Heights, United States CHS Inc Full time

    CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our 10,000 employees are in the United States, but today...

  • Production Planner

    7 days ago


    Inver Grove Heights, United States CHS Inc Full time

    CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our 10,000 employees are in the United States, but today...

  • Production Planner

    1 week ago


    Inver Grove Heights, MN, United States CHS Inc Full time

    CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world.  We serve agriculture customers and consumers across the United States and around the world.  Most of our 10,000 employees are in the United States, but...

  • LPN LVN Caregiver

    4 weeks ago


    Garden Grove, California, United States Providence Service Full time

    Job Description:Licensed Practical Nurses (LPNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating practice standards and expectations.Working in Home Health provides the unique opportunity to care for...

  • Team Lead, Petsense

    6 months ago


    Locust Grove, United States Petsense Full time

    Job Summary This position is responsible for assisting the Store Manager and Assistant Store Manager with the execution of operational, sales, and merchandising objectives by providing outstanding customer service. This position is also responsible for promoting a safe and productive work environment for all Team Members, customers, and vendors, as...

  • Shift Lead

    4 weeks ago


    Cottage Grove, United States Border Foods LLC Full time

    What began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America. At Border Foods, we work with a people-first mantra. From cooks to cashiers to restaurant managers and beyond, we work together to bring to life the Core Values of Border Foods. Welcome to our...

  • Shift Lead

    3 weeks ago


    Cottage Grove, United States Border Foods LLC Full time

    What began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America. At Border Foods, we work with a people-first mantra. From cooks to cashiers to restaurant managers and beyond, we work together to bring to life the Core Values of Border Foods. Welcome to our...

  • Shift Lead

    3 weeks ago


    Cottage Grove, United States Border Foods LLC Full time

    Job DescriptionJob DescriptionWhat began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America. At Border Foods, we work with a people-first mantra. From cooks to cashiers to restaurant managers and beyond, we work together to bring to life the Core Values of...


  • Garden Grove, CA, United States Providence Full time

    HOME HEALTH RN - Providence St. Joseph Health Seacrest Home Health Schedule: Part time, Day shift (32 hours per week) Registered Nurses (RNs) work alongside an interdisciplinary team to provide whole-person quality care to patients in need. Nurses are empowered by our shared governance model that includes nursing staff in the process of creating...


  • Garden Grove, CA, United States Providence Full time

    HOME HEALTH LVN - Providence St. Joseph Health Seacrest Home Health Schedule: Part time, Day shift (32 hours per week) Possible Service Locations: candidate will be covering around Huntington Beach, Fountain Valley, Westminister, Garden Grove, Costa Mesa, Santa Ana, Orange Pay Structure: Pay Per Visit (PPV) Licensed Practical Nurses (LPNs)...

  • RN - Home Health

    1 month ago


    Garden Grove, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment HOME HEALTH RN - Sea Crest Home Health Schedule: Monday- Friday, Evening shift, one weekend rotation a month Location: will be traveling around North Orange County regions (La Habra, Brea, Placentia, Yorba Linda, Anaheim Hills, Fountain...

  • RN - Home Health

    1 month ago


    Garden Grove, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment HOME HEALTH RN - Sea Crest Home Health Schedule: Monday- Friday, Evening shift, one weekend rotation a month Location: will be traveling around North Orange County regions (La Habra, Brea, Placentia, Yorba...

  • RN - Home Health

    1 month ago


    Garden Grove, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment HOME HEALTH RN - Sea Crest Home Health Schedule: Monday- Friday, Evening shift, one weekend rotation a month Location: will be traveling around North Orange County regions (La Habra, Brea, Placentia, Yorba...