Wealth Financial Advisor

Wealth Financial AdvisorCAPTRUST is seeking a Wealth Financial Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects.This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads. The firm has a healthy lead flow through its multi-faceted marketing efforts. The Wealth Advisor is responsible for the initial financial planning and onboarding of clients but does not have to do any ongoing service work. The Wealth Advisor's ultimate objective is to help grow the firm by extending that extraordinary service to prospective clients. Primary responsibilities may include the following, among others:ResponsibilitiesEducate prospective clients on the benefits of working with CAPTRUSTDevelop and maintain relationships with prospective clients and centers of influenceLearn and execute CAPTRUST's financial planning process with qualified prospects, providing sound recommendations to clients in support of their values, goals, and investment objectivesPrepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for HNW clientsWork closely with the Wealth Management Team to ensure a seamless and professional hand-offSpeak at educational seminars (content provided) and answer attendee questions following the seminarsManage calendar diligently to ensure availability for prospect meetings and schedule own meetings as necessary.QualificationsMinimum Qualifications:5+ years of related industry experience; wealth management, financial planning and investment vehicles, and business developmentCertified Financial Planner DesignationProfessional License/Certification required (65,6,7) or willing to obtainDesired Qualifications/Skills:Knowledge of or exposure to Right Capital, eMoney or similar financial planning softwareStrong communication skills, both written and verbalStrong interpersonal skills, including being polished, courteous, professional, and patientExcellent organizational skills such as multi-tasking, adapting priorities, and meeting deadlinesWhat can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards.Our Employee Benefits Package shows how much we value our team. Some benefits include:Employee ownership opportunitiesComprehensive health coverage + Personify wellness platform401(k) program with a 5% employer match + financial planning for colleaguesWhere will you be working? 330 John Carlyle St Ste 400 | Alexandria, VA 22314How do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.