Experienced Financial Advisor

Capstone Financial, LLC; Chesterfield (MO); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Attractive earning potential

Operational and marketing resources

Strong advisor support

Supportive culture

Job summary

Capstone Financial, LLC in Chesterfield, Missouri is seeking an Experienced Financial Advisor who excels in building relationships and generating business. This role offers an opportunity to deliver tailored financial planning and deepen client relationships while contributing to a collaborative culture.

The ideal candidate will have a strong background in financial services, and a proactive approach to client acquisition and retention. Attractive earning potential and support for growth are provided, making this an ideal opportunity for driven professionals.

Qualifications

• Experience as a financial advisor or planner in financial services.
• Demonstrated success in client acquisition and retention.
• Strong understanding of wealth management strategies.

Responsibilities

• Deliver personalized financial planning for clients.
• Manage relationships and provide ongoing service to clients.
• Expand practice through referrals and strategic networking.

Skills

Client acquisition

Relationship management

Holistic financial planning

Job description

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.

What You'll Do

• 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
• 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
• 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