What are the responsibilities and job description for the Private Wealth Management Specialist position at Capstone Financial Advisors Inc.?
Job Description
The Wealth Advisor with a Family Office Specialty is responsible for providing technical, operational, and relationship management support to a select group of the firm's largest and most complex clients.
Duties & 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.
Benefits
- Competitive salary and bonus program.
- Comprehensive benefits including health insurance, paid time off, and parental leave.
- Flexible work options.