What are the responsibilities and job description for the Wealth Strategist with Family Office Expertise position at Capstone Financial Advisors Inc.?
About the Role
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.
Required Skills and Qualifications
- Experience in a financial advisory role, preferably in an ultra-high net worth or family office environment.
- Must be technically proficient, critically-thinking, relationship-oriented, advocacy-minded, passionate about the service model, and have excellent organizational and communication skills.
- Ability to work collaboratively with advisory and operational teams, senior management, and external professionals.