Lead Advisor - Wealth Management

Capstone Financial Advisors
William Murphy
2001 Butterfield Road Downers Grove, IL 60515 Phone: 630-241-0833
Post Your Resume

Capstone Financial Advisors, Inc.

(Downers Grove, Illinois)

Lead Advisor – Wealth management

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. Lead Advisors are the primary managers of the client relationship and are the most experienced advisors at the firm. The position has responsibility for managing existing client relationships and formulating and implementing comprehensive financial planning advice. Lead Advisors are also expected to develop new client relationships and, in addition, serve as a technical resource to the firm and mentor/develop staff in client service delivery.

Duties and Responsibilities

• Maintain a full practice of client relationships, utilizing the service team, to provide superior service to high-net-worth clients

• Provide and coordinate comprehensive financial planning and wealth management services, including, estate planning, tax strategies and compliance, portfolio management and retirement planning

• Ensure all client relationships contribute positively to the Firm’s reputation

• Develop new business growth opportunities

• Provide staff supervision and management


• Minimum 8+ years of comprehensive personal financial planning experience

• Proficiency in managing high-net-worth client relationships

• Demonstrated technical skills to perform the job of Lead Advisor

• CFP designation

• A team player with strong coaching and leadership skills

• Bachelor’s degree from an accredited college or university

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 and continuing education

Contact: Bill Murphy at: bmurphy@capstone-advisors.com

Capstone Financial Advisors, Inc. is an Equal Opportunity Employer