Wealth Financial Advisor

divh2Financial Advisor at CAPTRUST/h2pJoin Our Team as a Financial Advisor at CAPTRUST!/ppWho Are We Looking For?/ppAre 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. Youll 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./ph2Responsibilities/h2ulliDevelop Client Relationships: Identify, establish, and manage new client relationships./liliProvide Financial Planning: Offer ongoing financial planning and investment management services./liliConduct Reviews: Regularly review and update financial plans and portfolios./liliEducate Participants: Provide financial planning and education to retirement plan participants./liliBuild Networks: Develop relationships with referral sources, centers of influence, and external partners./liliTravel: Be prepared to travel as needed./li/ulh2Qualifications/h2ulliEducation: 4-year college degree preferred but not required./liliLicenses: Series 65 or must obtain within 90 days of start date./liliExperience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles./liliSkills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential./liliTechnical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation./li/ulpWhat can you expect from your career at CAPTRUST?/ppOur colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth./ppOur Employee Benefits Package shows how much we value our team. Some benefits include:/pulliEmployee ownership opportunities./liliHealth, 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./liliCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods./liliPaid time off (PTO) or Paid Sick Leave (PSL)./li/ulpCompensation/ppLong term and unlimited based on production! To start, salary range $90,000 to $100,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry including equity ownership. Come build your business within the CAPTRUST framework!/ppAlso interested in advisors with books of business and willing to grow. Compensation relative to experience./ppHow do we build a world class organization one brick at a time?/ppWe 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./ppAre you the next brick?/ppTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:/pulliAbility to build successful, collaborative, and trusting relationships/liliInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information/liliA 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/liliInherent desire to give back to our communities and enrich the lives of those around us/liliAn other-centered mindset/liliIntegrity through maintaining objectivity/li/ulpEEO/Diversity Statement:/ppAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported./ppIt 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./p/div