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:
- Respect
- Individual Client Comes First
- Process Centric
- 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