Own a book. Lead the growth. Transform the future of a major advisory office. A San Antonio-based Investment Group is looking to add a Financial Advisor to their team. They aren’t looking for a traditional advisor. They want a driven, hungry, entrepreneur-minded leader who is ready to step into a high-trust portfolio and accelerate growth. This is a rare opportunity to inherit $50M+ in AUM, transition the book into a modern, fee-based model, and champion a proprietary alternative investment fund that is rapidly fueling expansion across the firm. The right person will think like an owner, build lasting client relationships, and energize the San Antonio office toward its billion-dollar growth goal.

Financial Advisor Responsibilities:

• Lead client relationships with both accredited and unaccredited investors
• Transition existing annuity-heavy book to fee-based, managed money
• Introduce and position Capstone’s proprietary alternative investment options
• Conduct discovery to identify client needs and deliver tailored planning solutions
• Build new client relationships through strategic networking and referrals
• Attend and support local marketing seminars and investor events
• Provide clear, compliant education on investment opportunities and risk profiles
• Partner with Ops and leadership to ensure smooth onboarding and execution
• Consistently meet growth targets and revenue objectives
• Act as a trusted fiduciary, delivering world-class service and communication

Financial Advisor Requirements:

• Active Series 65/66 or equivalent
• 3 – 5+ years of client-facing advisory or investment sales experience
• Proven ability to win and retain business
• Strong knowledge of regulations and fiduciary compliance
• Bachelor’s degree in finance, Economics, Math, or similar
• Entrepreneurial mindset with high drive, urgency, and accountability
• Confident communicator with strong presentation skills
• Comfortable discussing and promoting alternative investments
• Energetic presence — positive attitude, client-first approach
• CFP preferred

Benefits:

• 401(k) with company match
• Comprehensive medical, dental, and vision
• Hybrid work environment
• Generous PTO
• Standard market holidays
• Opportunities for equity participation
• Major investment, mentorship, and visibility with firm leadership

If you want to build something that will have your name on it, this is your moment. Apply now! #LI-SB1