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Director Capstone Financial Partners Jobs (NOW HIRING)

Rain

Director, Financial Partnerships

New York, NY · On-site

$225K - $275K/yr

You will serve as the primary bridge between external partners and internal stakeholders across ... As Director of Financial Partnerships, you will help shape Rain's infrastructure strategy by ...

ProSearch Recruiting Group

Director Finance

Napa, CA

$160/hr

Director of Finance Napa Valley, California About Us We are an iconic, highly regarded winery in ... financial partners Develop, implement, and maintain strong internal controls and accounting ...

DR Power LLP

Director, Financial Products

Pewaukee, WI · On-site

$100 - $130/hr

Director, Financial Products page is loaded## Director, Financial ProductsApplylocations: Pewaukee ... Financing Program Strategy & Partner Enablement*** Own the strategy and rollout plan for financing ...

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Director Capstone Financial Partners information

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$27.5K

$89.9K

$186.5K

How much do director capstone financial partners jobs pay per year?

As of Aug 8, 2026, the average yearly pay for director capstone financial partners in the United States is $89,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $110,000.00 per year, depending on experience, location, and employer.

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

AspectDirector Capstone Financial PartnersFinancial Advisor
CredentialsCFP, Series 7/66, possibly CPACFP, Series 7/66, sometimes CPA
Work EnvironmentCorporate office, client meetings, team managementClient offices, virtual meetings, independent consulting
Employer & IndustryFinancial services firms, investment firmsIndependent or firm-based, financial planning industry
Primary FocusOverseeing financial strategies, managing teamsProviding personalized financial advice to clients

The main difference is that a Director Capstone Financial Partners typically oversees financial strategies and manages teams within a firm, requiring leadership skills and certifications. In contrast, a Financial Advisor focuses on delivering personalized financial planning services directly to clients. Both roles often share similar credentials but differ in scope and responsibilities.

What does a director at Capstone Financial Partners do?

A Director at Capstone Financial Partners typically oversees client relationships, manages financial advisory teams, and contributes to strategic business development. Their role involves advising clients on wealth management, investment strategies, and financial planning, while also ensuring compliance with industry regulations. Additionally, Directors may be responsible for mentoring junior staff and expanding the firm's client base through networking and relationship building.

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

To thrive as a Director at Capstone Financial Partners, you need deep expertise in financial planning, portfolio management, and regulatory compliance, often supported by a bachelor's or master's degree in finance or a related field and relevant certifications such as CFP or CFA. Proficiency with financial analysis tools, CRM systems, and portfolio management software is typically required. Outstanding leadership, client relationship management, and strategic communication skills help set top performers apart in this role. These competencies are vital to ensure sound financial advice, regulatory adherence, and trusted long-term client partnerships.

What are some common challenges faced by a director at Capstone Financial Partners, and how can they be addressed?

As a Director at Capstone Financial Partners, you may encounter challenges such as balancing strategic leadership with client relationship management and adapting to changing financial regulations. Successfully navigating these challenges often involves fostering strong communication within your team, staying proactive about industry updates, and leveraging technology to streamline operations. Building trust with both clients and staff is key, as is ongoing professional development to stay ahead of market trends. Collaborative problem-solving and a commitment to ethical practices are essential for sustained success in this leadership role.
More about Director Capstone Financial Partners jobs
What cities are hiring for Director Capstone Financial Partners jobs? Cities with the most Director Capstone Financial Partners job openings:
What are the most commonly searched types of Capstone Financial Partners jobs? The most popular types of Capstone Financial Partners jobs are:
What states have the most Director Capstone Financial Partners jobs? States with the most job openings for Director Capstone Financial Partners jobs include:
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Director Capstone Financial Partners jobs near you
Infographic showing various Director Capstone Financial Partners job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $89,912 per year, or $43.2 per hour.

Managing Director - Financial Services

TruOak Financial Partners

Atlanta, GA • On-site

$75K - $150K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 29 days ago

Job description

Description
We are not hiring because we are replacing someone. We are hiring because Atlanta keeps growing. If you are already in a leadership role but feel like your current platform may not match your long-term ambition, TruOak Financial Partners is ready to have that conversation.
TruOak Financial Partners is expanding its Atlanta office, and we are looking for the right Managing Director to help lead the next stage of growth for our financial advisors.
This is not just another manager title. This is an opportunity for a proven financial services leader who wants a stronger platform, more resources, real leadership access, and the ability to help build something that is already moving.
Over the past year, TruOak has experienced major momentum across advisor growth, leadership development, recruiting, training, and market expansion. More than 30 advisors have joined our firm this year, and Atlanta continues to be one of our most important markets.
Now we are looking for a Managing Director who can help us take that growth to another level.
This hybrid role is built for someone who has already proven they can produce, lead, recruit, mentor, and develop advisors, but may be ready for a bigger opportunity than their current platform is offering. If you are already leading advisors, managing production, or helping grow a team, this may be the next leadership seat worth exploring.
At TruOak, you will not be starting from scratch. You will have access to firm leadership, recruiting support, advisor development resources, advanced planning, training, mentorship, and the backing of a growing organization that is serious about building around its leaders.
We are looking for someone who can lead from the front. Someone who can drive production, develop advisors, attract talent, and help strengthen a culture rooted in accountability, purpose, growth, and support.
For the leader who wants more than a title, this is a real opportunity to help shape the future of our Atlanta office.
Compensation and Benefits
  • Base salary of $75,000 to $150,000, based on experience
  • Bonus opportunities
  • Competitive leadership overrides opportunities
  • Medical benefits
  • Dental benefits
  • 401(k)

Responsibilities
• Lead, grow, and develop financial advisors in the Atlanta office
• Recruit licensed and aspiring advisors into the firm
• Mentor advisors in production, activity, planning, and career development
• Continue producing and serving clients as a licensed financial advisor
• Help drive advisor growth, market expansion, and firm production goals
• Partner with firm leadership on recruiting, training, strategy, and expansion initiatives
Qualifications
• 5+ years of experience in financial services, insurance, wealth management, or advisor leadership
• Active Life and Health license is required
• SIE and Series 7 required
• Series 66, 65, or 63 preferred
• Proven ability to lead, mentor, recruit, and produce
• Strong communication, leadership, and relationship-building skills
• Experience developing advisors, building teams, or driving market growth is preferred

Apply