What are the responsibilities and job description for the Family Office Financial Planning Consultant position at Capstone Financial Advisors Inc.?
About Us
Capstone Financial Advisors Inc. is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected.
Role Overview
The Wealth Advisor with a Family Office Specialty plays a key role in providing technical, operational, and relationship management support to a select group of the firm's largest and most complex clients.
Key Responsibilities
- Financial Planning: Assist families in achieving financial goals and wealth management strategies by preparing and maintaining financial reports, models, and documentation.
- Tax Compliance & Planning: Assist in preparing and reviewing individual, trust, and business tax returns, monitor tax regulation changes, and ensure compliance.
- Investment Management: Oversee portfolio construction and asset allocation in line with family investment philosophy, support investment strategy selection across asset classes, and conduct due diligence on public and private market investment opportunities.
Education and Experience
- Bachelor's degree in finance or accounting suggested.
- Must have one of the following: JD, CPA, CFP.