More than a job, Capstone promotes opportunity.
If you want to truly make a difference in people’s lives, we invite you to consider Capstone. As a Wealth Management professional, your clients trust you with their life goals. You’re part of something bigger than finances.
We want both our clients and our Team Members to enjoy the Capstone experience. Capstone is 100% employee owned with 11 shareholders. We’ve built Capstone with intention, creating a place where you can truly flourish.
What Capstone Team Members say about working here
Team Members like the Capstone business model because we do what’s in the best interest of our clients. As a fiduciary, we put integrity first in everything we do.
From a cultural perspective, here are the top 3 most liked:
Firm commitment to individual personal development
Friendly and supportive culture that fosters deep, personal relationships
Workplace flexibility
Official Capstone accolades
2022 Best Places to Work in Illinois
2022 Financial Advisor Magazine RIA Ranking
InvestmentNews 2021 Best Places to Work for Financial Advisors
2020 Financial Times 300 Top RIAs
Enjoy benefits you deserve, including:
Competitive salaries
Bonus program
Paid Time Off
National holidays
Personal time
Birthdays
Community service activities
Roll over up to 4 weeks per year
Health benefits (medical, dental, vision, life Insurance, short- and long-term disability)
Parental leave policy offering 6 weeks of bonding leave of which 3 weeks are paid
Flexible Spending Accounts (FSA)
401(k) employee retirement plan with generous firm contributions
Eligible Capstone employees can begin salary deferral contributions starting the first of the month after their hire date.
Capstone will contribute 3% of salary and bonus to each employee’s account regardless of employee contributions, beginning 6 months after hire.
All 401(k) Plan contributions are immediately vested.
Flexible work options include:
Two remote working days each week
Regular flexible hours
Time off to accommodate family needs
Summer hours and early holiday departures
Employee Assistance Program
Employee referral program
Free membership to the building’s health club
Free Costco membership
Complementary daily snacks and beverages
Experience a transparent, communicative environment:
Monthly company progress updates
Semi-annual all-company meetings
Annual formal employee survey to solicit ideas for improvements
Rest assured we support your professional development:
Individual development plans supporting each Team Member’s career objectives
Extensive onboarding and training program, job shadowing, and cross-training
Performance Reviews to provide feedback twice a year
Check-ins twice a year to identify future career aspirations and goals
Reimbursement for relevant certifications, business education workshops, and/or conferences
Reimbursement for relevant professional membership fees and professional continuing education costs
Formalized Wealth Advisor succession plan
Look forward to coming to work every day:
We regularly host activities to relieve stress and promote fun including:
Post-tax season parties: Bocce Ball, day at the racetrack, Top Golf, and bake-offs
Holiday festivities: firm holiday party, gift exchange, Ugly Sweater Day, office mini golf
General fun: goodie days, baby showers, employee milestone celebrations
