Sr. Personal Finanical Planning Associate

10/25/2017
Capstone Financial Advisors
Bill Murphy
2001 Butterfield Road Downers Grove, IL 60515
bmurphy@capstone-advisors.com
Email
Post Your Resume

Capstone Financial Advisors, Inc.

(Downers Grove, IL)

Sr. Personal Financial Planning Associate

Position Summary

Capstone Financial Advisors is a fee-only personal financial consulting firm committed to providing comprehensive strategic wealth management services to our high-net-worth clients. The Sr. Personal Financial Planning Associate is a technical and client-relationship management position that performs the duties of the Personal Financial Planning Associate at the highest level, while also playing an integrative role with the Advisor supporting the development of client strategies and their coordination and implementation. This is a strategic role within the firm and provides an important opportunity in the development of future Advisors.

Duties and Responsibilities

• Support and collaborate with Advisors in the development/implementation of client comprehensive financial plans (cash management, employee benefits, estate planning, income tax, insurance, investments and retirement planning), as determined by the Advisor

• Coordinate and/or supervise the preparation of meeting materials and ensure completion of all meeting tasks

• Execute client trades

• Play an active, value-added role during client meetings, as determined by the Advisor

• Responsible for ongoing client support and communication

• Serve as the primary point-of-contact for assigned client base, as determined by the Advisor

• Prepare client tax returns (tax compliance)

• Act as leader and mentor to the analytical team through demonstration of job knowledge and adherence to firm guidelines and procedures

• Responsible for consistently and effectively executing firm processes and operational duties in a compliant manner as determined by Compliance and Portfolio Operations

• Supports and champions innovation and operational change to advance the firm’s organizational strategies

Qualifications

• Possesses the ability to thrive in a highly technical environment

• Strong process, policy and procedure orientation

• Effective communicator and ability to develop and manage relationships; client service focus

• A self-starter, takes accountability, and committed to personal development

• Detail-oriented, accurate, organized, able to set priorities

• Strong critical thinker

• Possesses high integrity, positive attitude and team orientation

• Proficient in financial planning software applications

• A desire to work for a fee-only comprehensive financial planning firm

Experience and Education

• Minimum three years of comprehensive financial planning experience

• Bachelor’s degree in finance (or relevant degree) or Financial Planning degree/concentration

• GPA of at least 3.25

• CFP® or in process (successfully completed accredited CFP® coursework)

Salary and benefits

• Competitive salary commensurate with experience

• Bonus

• 401(k) plan and company match

• Medical, dental, disability and life insurance

• Paid vacation

• Health club membership

• Opportunities for professional growth

Capstone Financial Advisors, Inc. is an Equal Opportunity Employer