Wealth Financial Advisor
$90k - $100kCAPTRUST
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Your role will be pivotal in guiding clients towards their short and long-term financial aspirations. Responsibilities
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
EEO/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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date. #excutive
- Develop Client Relationships: Identify, establish, and manage new client relationships.
- Provide Financial Planning: Offer ongoing financial planning and investment management services.
- Conduct Reviews: Regularly review and update financial plans and portfolios.
- Educate Participants: Provide financial planning and education to retirement plan participants.
- Build Networks: Develop relationships with referral sources, centers of influence, and external partners.
- Travel: Be prepared to travel as needed.
- Education: 4-year college degree preferred but not required.
- Licenses: Series 65 or must obtain within 90 days of start date.
- Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles.
- Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential.
- Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation.
- Employee ownership opportunities.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL).
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date. #excutive
Vacancy posted 2 days ago
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