What are the responsibilities and job description for the Experienced Financial Advisor position at Capstone Financial, LLC?
About Us
At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help them build the kind of practice they actually want. Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term relationships.
The Role
We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development.
You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
This role is best suited for someone who is confident, relational, and motivated by the chance to keep growing without having to do it all alone.
What You'll Do
Client Planning & Advice
Deliver holistic financial planning tailored to each client’s goals, needs, and stage of life
Provide guidance across retirement planning, protection strategies, investments, and broader wealth management needs
Deepen client relationships through proactive communication and ongoing service
Identify opportunities to expand share of wallet while improving client outcomes
Practice Growth
Continue building and growing your practice through referrals, centers of influence, and strategic networking
Leverage the firm’s planning, operational, and leadership support to create scale
Collaborate with internal specialists and support teams to elevate the client experience
Leadership & Influence
Contribute to a high-performance, team-first culture while maintaining your own momentum
Share best practices and help model what excellent client service and business development look like in practice
What Makes You a Great Fit
Experience as a financial advisor, wealth advisor, planner, or producer in financial services
Demonstrated success in client acquisition, retention, and relationship management
Strong understanding of holistic financial planning, wealth management, or protection-based strategy
Licensing and registrations appropriate for the role and market
A proactive, persuasive, and relationship-driven approach to growth
Why You'll Love It Here
Attractive earning potential with room to grow well beyond your current ceiling
A platform built around planning depth, exceptional service, and advisor support
Strong operational, marketing, and planning resources
A culture that values both independence and collaboration
The opportunity to keep growing your practice with the backing of a high-quality team
At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help them build the kind of practice they actually want. Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term relationships.
The Role
We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development.
You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
This role is best suited for someone who is confident, relational, and motivated by the chance to keep growing without having to do it all alone.
What You'll Do
Client Planning & Advice
Deliver holistic financial planning tailored to each client’s goals, needs, and stage of life
Provide guidance across retirement planning, protection strategies, investments, and broader wealth management needs
Deepen client relationships through proactive communication and ongoing service
Identify opportunities to expand share of wallet while improving client outcomes
Practice Growth
Continue building and growing your practice through referrals, centers of influence, and strategic networking
Leverage the firm’s planning, operational, and leadership support to create scale
Collaborate with internal specialists and support teams to elevate the client experience
Leadership & Influence
Contribute to a high-performance, team-first culture while maintaining your own momentum
Share best practices and help model what excellent client service and business development look like in practice
What Makes You a Great Fit
Experience as a financial advisor, wealth advisor, planner, or producer in financial services
Demonstrated success in client acquisition, retention, and relationship management
Strong understanding of holistic financial planning, wealth management, or protection-based strategy
Licensing and registrations appropriate for the role and market
A proactive, persuasive, and relationship-driven approach to growth
Why You'll Love It Here
Attractive earning potential with room to grow well beyond your current ceiling
A platform built around planning depth, exceptional service, and advisor support
Strong operational, marketing, and planning resources
A culture that values both independence and collaboration
The opportunity to keep growing your practice with the backing of a high-quality team