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Capstone Financial Advisors Inc. · 7 hours ago

Senior Wealth Advisor

Greater Chicago Area

Full-time

Hybrid

Senior Level

7+ years exp

Capstone Financial Advisors is a 100% employee-owned firm providing personalized wealth management to high-net-worth clients. They are seeking a Senior Wealth Advisor with a Family Office Specialty to lead advisory relationships, deliver integrated strategies, and mentor junior advisors.

AdviceFinancial ServicesWealth Management

Responsibilities

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

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