Capstone Colorado is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life.
Role Description
This is a full-time hybrid role for a Comprehensive Financial Advisor with expertise in Wealth Management and Risk Mitigation at Capstone Colorado. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.
Qualifications
Expertise in Financial Planning, Wealth Management, and Retirement Planning
Strong background in Investments and Finance
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to build and maintain client relationships with effective client acquisition outreach
Knowledge of financial regulations and industry trends
Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus