Capstone Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) that provides high net worth clients with comprehensive financial planning services. Our mission is to act as our client’s financial advocate by providing holistic wealth management advice tailored to their unique circumstances. Our team of skilled and experienced professionals is committed to helping our clients enhance their financial success.
The Financial Planning Analyst will primarily work with members of the Service Team to support Capstone’s Wealth Advisors in servicing clients and prospects by developing and implementing customized financial plans. The Financial Planning Analyst will also work with members of the Tax Team and portfolio management Trade Team. This is an important role within the firm and will provide the opportunity for significant development.
Duties and Responsibilities
Draft financial plans, update client personal balance sheets, update income tax projections, and run portfolio reports that will be used in client meetings.
Support the implementation of client financial plans by completing post-client meeting action items.
Complete client account service tasks such as opening/closing accounts, transferring money and securities between accounts, and processing deposit/withdrawal requests.
Assist in the preparation of client tax returns.
Assist with client portfolio onboarding, transitioning, and rebalancing.
Gather, maintain, and facilitate client data between the firm’s various software systems.
Assist with the firm’s quarterly client billing process and compliance procedures.
Work on strategic firm-wide projects and initiatives to improve client deliverables and firm process efficiency.
Seek personal development opportunities by completing additional education, earning relevant professional designations and credentials, attending industry conferences, and learning from experienced staff members.
Up to 5 years of relevant experience
Bachelor’s degree from an accredited college or university in accounting, finance, economics, or related field
Desire to pursue CFP, CPA, or CFA designation; progress toward ideal
GPA: 3.25 or higher
Extremely detail-oriented, analytical, strong focus on accuracy
Self-starter, organized, able to set priorities
High integrity, positive attitude, team player
Strong communicator with good interpersonal skills; client facing experience a plus
Desire and ability to work successfully in a small company, entrepreneurial environment
Proficiency with Microsoft Office applications
Salary and Benefits
401(k) plan with company match
Medical, short and long-term disability insurance
Flexible spending account
Health club membership
Paid time off
Reimbursement for relevant professional membership fees and professional continuing education costs
About Capstone Financial Advisors, Inc.
Capstone Financial Advisors is a fee-only, independent financial advisory firm built on a solid foundation of personalized client service. Our mission is act as our client's financial advocate by providing holistic and unbiased wealth management advice.