Working at Capstone Financial | Glassdoor

Capstone Financial Overview

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Atlanta, GA
51 to 200 employees
1886
Company - Private
Finance
Unknown / Non-Applicable
Unknown
Capstone Financial is the premier full-service financial services firm in the southeast committed to helping our clients pursue their financial goals. We are a general agency of MassMutual Financial Group. Our firm has had a relationship with MassMutual here in the Atlanta area ... Read more

Mission: Over 120 years later, it is still our vision to help our clients navigate the complexities of managing wealth. By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has ... Read more

Capstone Financial Reviews

3.5
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Recommend to a friend
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Chuck McCray
12 Ratings
  • Helpful (1)

    "Growing team! Great support"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    The energy in the office is great. The Capstone management team is hungry and want to drive their representatives to experience success. If you are someone who wants to be an entrepreneur there really is not a better place to start your career. Mass Mutual honestly offer the best financial products.

    If you are willing to put in 3-4 years of persistent hard work, you will be successful.

    Cons

    Management was relatively young and learning but they still worked endlessly to ensure you were supported. They now have 2 more years under their belt... so I am sure the experience gap is no longer the case.

    Advice to Management

    Hire a few more mid level advisors for the new advisors to do joint work with! The mid level advisors would surely see their careers hit a new level of success with the activity the young team has!

See All 28 Reviews

Capstone Financial Interviews

Experience

Experience
66%
25%
8%

Getting an Interview

Getting an Interview
58%
25%
8%
8

Difficulty

2.1
Average

Difficulty

Hard
Average
Easy
  1.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Capstone Financial (New York, NY).

    Interview

    I met them at a University career fair and they were very kind. I emailed them afterward and was contacted about a week later to schedule an in-office interview in Atlanta. The first interview was very easy and most questions had to do with my personality. No hard interview questions. We scheduled a second interview at the end of the first one and they asked me to take a online personality test before my second interview. The second interview was more of an information session. They pitched a complicated commission scheme, but it was explained well. I look forward to continuing communication.

    Interview Questions

    • Do you believe you have a strong connection group in the Atlanta area or could you build one?   Answer Question
See All 13 Interviews

Company Updates

  • Why choose a MassMutual firm? MassMutual helps individuals and companies prepare for the road ahead. Read more here at our careers page: http://glassdoor.com/slink.htm?key=vQPi6


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Capstone Financial Awards & Accolades

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