Financial Advisor - Wealth Management

At Capstone Partners, we serve the needs of individuals, families and businesses. Advisors who partner with Capstone Partners Financial are not captive, not territory based, and have the open architecture resources they need to build equity in their efforts of building a financial planning firm. We provide clients with financial planning and investment planning during every phase of their life with short-term and long-term goals in mind.

We are known for being honest and transparent with our clients and we spend time listening so that we understand what matters most when it comes to our clients  goals and aspirations for a tailored approach.

If you are looking to align with a reputable firm that values client interactions, please apply.

Make an impact – starting with your own life. This is a career move where you will build a balanced financial practice around your vision with the support, resources and mentorship of Capstone Partners Financial and top Financial Professionals in the industry. You will serve your clients with our ultra-competitive planning, investment solutions, and protection products in financial planning. Get the autonomy you need to kick-start and fast-track your growth as a financial professional.

Step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. If you feel this way; please reach out and submit your resume to:

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It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us. As a Financial Services Professional, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future.

• Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
• Follow a well-defined career path that integrates education with mentorship and teaming opportunities
• Benefit from a culture of innovation that embraces growth and the changes that come with it
• Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
• Have a voice – your contributions and input matter
• Experience the power of flexibility – and the freedom to design your work and your life the way you envision

• Build a business plan with our Sr. Strategy Mentors and Sr. Advisors
• Establish networks and cultivate referral practices
• Develop and maintain long-term relationships with clients, not product placement
• Provide financial solutions through fact gathering and needs analyses – planning needs
• Broaden and deepen your skillset through ongoing professional development and training and joint work collaboration with fellow advisors and associates

• A strong relationship-builder who takes a client-first approach
• A connector with people, a connector of people
• A dedicated worker: independent, self-disciplined and goal oriented

A 1099/W2 opportunity including health benefits, 8+ different revenue streams will be illustrated during the interview process. Compensation packages are individualized per candidate and can range from $64,800.00 to $+ per year, activity performance based.

Contact us today to discuss a change to work that can have a great impact!