Capstone Financial Advisors Inc.
Senior Wealth Advisor with Family Office Specialty
Capstone Financial Advisors has an immediate opening for a Senior Wealth Advisor with a Family Office Specialty with seven or more years of relevant experience.
Who We Are At Capstone Financial Advisors, we provide personalized, fee-only wealth management to high-net-worth clients, tailoring strategies to each client’s unique needs and circumstances. Based in the western suburbs of Chicago, we are proud to be 100% employee-owned and recognized as one of the best places to work by Crain’s Chicago Business and InvestmentNews.
The Opportunity We are seeking a Senior Wealth Advisor with a Family Office Specialty to join our team. In this elevated role, you will serve as the primary advisor to a select group of complex high-net-worth and family office clients, expanding the firm’s service model through a deeper and broader scope of advice, planning, and relationship management.
Role Highlights
Lead existing advisory relationships for complex high-net-worth and family office clients
Deliver advanced, integrated strategies across wealth, tax, estate, philanthropy, and investments
Drive growth by developing new client relationships
Access potential pathways to ownership in our 100% employee‑owned firm
Mentor and develop junior advisors and team members
Key Responsibilities
Financial Planning:
Guide families in formalizing and achieving objectives; prepare reports; support implementation across planning areas.
Tax & Estate:
Support the review of individual, trust, and business entity tax returns; monitor compliance; support tax and estate strategies; coordinate with outside counsel and preparers.
Investments:
Oversee portfolio construction and asset allocation; evaluate public and private opportunities with the CIO.
Legal, Estate & Compliance:
Review trust and business agreements; assist with wealth transfer strategies; ensure compliance with registrations and reporting.
Risk & Liquidity:
Analyze exposures across various asset classes; coordinate with outside professionals to ensure appropriate property insurance coverage for high‑value items; ensure liquidity for family needs and capital commitments.
Family Office Services:
Help organize and document family meetings and discussions; support governance, succession, and philanthropy; build relationships with multiple generations; assist with business oversight.
Qualifications
Seven or more years of relevant experience
CFP, CPA, JD or CFA required; CFP preferred
Proven ability to manage complex high-net-worth or family office clients
Strong technical expertise, critical thinking, and communication skills
Collaborative mindset with commitment to mentoring and leadership
What We Offer
Competitive salary and bonus program
Comprehensive benefits, including health, dental, vision, life, disability, and parental leave
401(k) with company contribution, flexible spending accounts, and PTO (holidays, personal, birthdays, community service)
Flexible work options (hybrid, summer hours, early holiday departures)
Reimbursement for professional certifications and membership fees
Equal Opportunity Employer Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply.
Visit us at www.capstone-advisors.com
#J-18808-Ljbffr
Who We Are At Capstone Financial Advisors, we provide personalized, fee-only wealth management to high-net-worth clients, tailoring strategies to each client’s unique needs and circumstances. Based in the western suburbs of Chicago, we are proud to be 100% employee-owned and recognized as one of the best places to work by Crain’s Chicago Business and InvestmentNews.
The Opportunity We are seeking a Senior Wealth Advisor with a Family Office Specialty to join our team. In this elevated role, you will serve as the primary advisor to a select group of complex high-net-worth and family office clients, expanding the firm’s service model through a deeper and broader scope of advice, planning, and relationship management.
Role Highlights
Lead existing advisory relationships for complex high-net-worth and family office clients
Deliver advanced, integrated strategies across wealth, tax, estate, philanthropy, and investments
Drive growth by developing new client relationships
Access potential pathways to ownership in our 100% employee‑owned firm
Mentor and develop junior advisors and team members
Key Responsibilities
Financial Planning:
Guide families in formalizing and achieving objectives; prepare reports; support implementation across planning areas.
Tax & Estate:
Support the review of individual, trust, and business entity tax returns; monitor compliance; support tax and estate strategies; coordinate with outside counsel and preparers.
Investments:
Oversee portfolio construction and asset allocation; evaluate public and private opportunities with the CIO.
Legal, Estate & Compliance:
Review trust and business agreements; assist with wealth transfer strategies; ensure compliance with registrations and reporting.
Risk & Liquidity:
Analyze exposures across various asset classes; coordinate with outside professionals to ensure appropriate property insurance coverage for high‑value items; ensure liquidity for family needs and capital commitments.
Family Office Services:
Help organize and document family meetings and discussions; support governance, succession, and philanthropy; build relationships with multiple generations; assist with business oversight.
Qualifications
Seven or more years of relevant experience
CFP, CPA, JD or CFA required; CFP preferred
Proven ability to manage complex high-net-worth or family office clients
Strong technical expertise, critical thinking, and communication skills
Collaborative mindset with commitment to mentoring and leadership
What We Offer
Competitive salary and bonus program
Comprehensive benefits, including health, dental, vision, life, disability, and parental leave
401(k) with company contribution, flexible spending accounts, and PTO (holidays, personal, birthdays, community service)
Flexible work options (hybrid, summer hours, early holiday departures)
Reimbursement for professional certifications and membership fees
Equal Opportunity Employer Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply.
Visit us at www.capstone-advisors.com
#J-18808-Ljbffr