Job Openings:

Financial Advisor Capstone Investment Financial Group | Full-Time | On-Site

Pay: $50,000 – $65,000 per year (plus bonus/incentives)
Location: Denver Tech Center with occasional travel to Colorado Springs

Capstone Investment Financial Group, an independent RIA, is seeking a motivated Financial Advisor (Series 65 required) to join our Denver Tech Center team.

What You’ll Do

  • Serve a select group of existing clients with financial planning, investment management, and ongoing service.
  • Proactively grow your own book of business through referrals, networking, and outreach.
  • Partner with our team on planning strategies, portfolio reviews, and client communications.
  • Meet clients in person at our DTC office, with 20% travel to Colorado Springs for meetings, training, and events.
  • Use planning tools and CRM systems to build financial plans and document activity.
  • Conduct trading for clients (equities and fixed income).

What We’re Looking For:

  • Series 65 license or 7 & 66 (required)
  • Bachelor’s degree in Finance, Economics, Business, or related field preferred
  • Strong communication and relationship-building skills
  • Entrepreneurial mindset with the discipline to build/manage a client base
  • Team-first attitude and alignment with our values of RIPE:
    1. Respect
    2. Individual Client Comes First
    3. Process Centric
    4. Ethics

What We Offer:

  • Base salary + performance-based bonuses
  • Health insurance & retirement plan
  • Paid time off
  • Ongoing mentorship and professional development
  • A collaborative, client-focused culture with long-term growth potential—and a bit of fun!

Work Schedule

  • Office hours: Monday–Friday, 8:00 AM – 4:00 PM
  • Must be able to work an extended schedule as business needs require

Conditions of Employment (Required)

  • Must be willing and able to submit to a pre-screening process and pass a background check
  • Ability and willingness to travel 20% to Colorado Springs
  • Flexibility to work an extended schedule when needed

If you’re ready to build a rewarding career in wealth management with a firm that values integrity, transparency, and deep relationships, we’d love to hear from you.

Job Type: Full-time
Work Location: On-site (DTC office, with travel to Colorado Springs)

Apply today by sending your resume and a brief cover letter to chyslop@CapstoneInvest.com

Capstone Investment Financial Group
www.CapstoneInvest.com
719-477-9883