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Capstone Financial Partners Jobs (NOW HIRING)

Capstone Logistics

Warehouse Lead

La Vista, NE

$850 - $1K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Warehouse Lead

La Vista, NE · On-site

$850 - $1K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Warehouse Lead

La Vista, NE · On-site

$850 - $1K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Warehouse Lead

Houston, TX · On-site

$16.75 - $21.50/hr

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Warehouse Lead

Aurora, CO · On-site

$1.05K - $1.15K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

New

Capstone Logistics

Production Manager

Albuquerque, NM · On-site

$1.50K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Warehouse Lead

Aurora, CO

$1.05K - $1.15K/wk

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

New

Capstone Logistics

Production Manager

Mason City, IA · On-site

$18/hr

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Production Manager

Mason City, IA · On-site

$18/hr

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics

Production Manager

Mason City, IA · On-site

$18/hr

... that all partner and Capstone Logistics requirements are met and implemented effectively ... and financial policies and procedures/liliAbility to complete daily closeout, including cash ...

New

Capstone Logistics

Warehouse Lead

Houston, TX

$16.75 - $21.50/hr

Supervises the day-to-day operation of assigned work groups to ensure that all partner and Capstone ... Comply with all administrative reporting and financial policies and procedures * Ability to ...

Capstone Logistics LLC

Warehouse Lead

La Vista, NE

$850 - $1K/wk

... partner and Capstone Logistics' requirements are met and implemented effectively Assigns tasks to ... financial policies and procedures Ability to complete daily closeout, including cash balancing ...

Capstone Logistics LLC

Warehouse Lead

Aurora, CO

$1.05K - $1.15K/wk

... partner and Capstone Logistics' requirements are met and implemented effectively Assigns tasks to ... financial policies and procedures Ability to complete daily closeout, including cash balancing ...

New

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$18K

$60.3K

$130.5K

How much do capstone financial partners jobs pay per year?

As of May 29, 2026, the average yearly pay for capstone financial partners in the United States is $60,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Capstone Financial Partners, and why are they important?

To thrive as a Financial Advisor at Capstone Financial Partners, you need a solid background in finance, investment strategies, and client relationship management, typically supported by a relevant bachelor's degree and industry certifications like CFP or Series 7. Familiarity with financial planning software, CRM systems, and portfolio management tools is crucial. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly set top performers apart. These skills ensure clients receive trustworthy guidance, tailored solutions, and help the firm maintain strong, long-term client relationships.

What are some common challenges faced by financial advisors at Capstone Financial Partners, and how can new hires prepare for them?

Financial advisors at Capstone Financial Partners often encounter challenges such as building a strong client base, staying up-to-date with changing financial regulations, and tailoring financial plans to diverse client needs. New hires can prepare by developing strong networking skills, dedicating time to continuing education, and seeking mentorship from experienced colleagues within the firm. The company fosters a collaborative environment, enabling advisors to share strategies and resources to overcome obstacles and succeed in their roles.

What are Capstone Financial Partners?

Capstone Financial Partners is a financial advisory firm that provides services such as wealth management, financial planning, investment advice, and retirement planning. They work with individuals, families, and businesses to help them achieve their financial goals. Capstone Financial Partners typically offers personalized guidance based on clients' unique financial situations, helping them make informed decisions about investments, risk management, and long-term financial security. Their team of advisors often holds professional credentials and follows fiduciary standards to act in the best interests of their clients.

What is the difference between Capstone Financial Partners vs Financial Advisor?

AspectCapstone Financial PartnersFinancial Advisor
CredentialsSeries 7, 66, CFP (optional)Series 7, 66, CFP (common)
Work EnvironmentFinancial firms, offices, client meetingsBanking, independent, or firm offices, client consultations
Industry UsageFinancial services, investment planningWealth management, investment advice

Capstone Financial Partners and Financial Advisors often share similar credentials and work environments. While Capstone Financial Partners may focus on specific investment strategies, Financial Advisors generally provide broader financial planning and wealth management services. Both roles are integral to the financial industry and frequently overlap in client services and certifications.

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What are the most commonly searched types of Capstone Financial Partners jobs? The most popular types of Capstone Financial Partners jobs are:
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Capstone Financial Partners jobs near you

Vice President - Capstone Partners' Financial Advisory Services

Huntington

Boston, MA • On-site, Remote

$150K - $165K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 13 days ago

Job description

Description

Actively works with under-performing and distressed companies in a range of strategic areas, including special situations investment banking; turnarounds; performance improvement; restructuring; and interim management. Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in the Financial Advisory Services group support new business development and client engagements, including managing the execution of the processes.

Duties and Responsibilities:

  • Prepare, analyze, and explain historical and projected financial information, including 13-week cash flow projections

  • Coordinate and perform detailed business due diligence

  • Execute engagements and manage day-today processes and maintain strict deadlines

  • Organize and prepare forecasts, financial statements, management presentations and other deliverables as required

  • Prepare and maintain complex financial models

  • Assist in the marketing and planning of engagements

  • Build relationships and maintain contact with clients, prospective clients and professional advisors

  • Performs other duties as assigned

Basic Qualifications:

  • Bachelor’s degree in accounting or finance  

  • Certified Public Accountant (CPA), Charted Financial Accountant (CFA) (or equivalent), or technical/GAAP accounting expertise 

  • 4+ years of financial advisory and/or corporate restructuring experience

  • Prior experience in mergers and acquisitions and related financial advisory services

Preferred Qualifications:

  • Graduate Degree

  • Operational Accountant preferred

  • The ability to work independently in a fast-paced environment

  • Strong knowledge and practical experience with accounting and corporate finance

  • Deep analytical capabilities and excellent verbal and written communication skills

  • Be motivated, creative, outgoing with a strong work ethic

  • Possess strong skills in financial analysis

  • Willingness to travel

  • Must be authorized to work in the United States – E-Verify Employer

  • Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$150,000-$165,000 annual base salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). 

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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