Job Description
Job Description
Financial Advisor – Denver Tech Center (with occasional travel to Colorado Springs)
Capstone Investment Financial Group | Full-Time | On-Site
Capstone Investment Financial Group, a growing independent RIA, is looking for a motivated, service-oriented Financial Advisor to join our team in the Denver Tech Center. This is a great opportunity for someone with a Series 65 and a passion for building lasting client relationships.
What You’ll Do
- Serve a small set of existing clients and assist with their financial planning, investment management, and ongoing service needs.
- Proactively develop and grow your own book of business through referrals, networking, and strategic outreach.
- Collaborate with our team on planning strategies, portfolio reviews, and client communication.
- Meet in person with clients in our DTC office most days, with a few travel days per month to our Colorado Springs location.
- Use planning tools and CRM systems to build financial plans and document activity.
- Conduct trading for clients, both equities and fixed income.
✅ What We’re Looking For
- Series 65 license required
- Bachelor’s degree (Finance, Economics, Business, or related field preferred)
- Excellent communication and relationship-building skills
- Entrepreneurial mindset with the discipline to build and manage your own client base
- Team-first attitude and a strong desire to grow with a firm that puts clients first
- Believe in our values of RIPE (Respect, Individual Client Comes First, Process Centric, Ethics)
What We Offer
- Competitive base salary plus bonus/incentive structure
- Health insurance and Retirement plan with employer match
- Ongoing mentorship and professional development opportunities
- A collaborative, client-focused culture with long-term growth potential and a bit of fun!!!
If you're ready to build a career in wealth management with a firm that values integrity, transparency, and deep relationships, we’d love to hear from you.
Apply today by sending your resume and a brief cover letter to chyslop@CapstoneInvest.com