Business Development Financial Advisor — Travel & Equity

CAPTRUST; Cleveland (OH); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

401(k) plan and company match

Paid time off (PTO)

Job summary

CAPTRUST is seeking a Business Development Financial Advisor to help bring in new clients through our custodial distribution channels. The role offers a competitive salary range of $125,000 to $175,000 plus bonuses based on experience and location.

Ideal candidates will have significant experience as an Investment Advisor and a commitment to high professional and ethical standards. CAPTRUST values its employees, providing benefits like health coverage and employee ownership opportunities.

Qualifications

• Minimum of 5 years of experience as an Investment Advisor Representative (IAR).
• Hold or willing to obtain Series 65 or Series 66 and Series 7 within 90 days of hire.
• At least 2 years registered as an IAR.

Responsibilities

• Develop client relationships within custodial distribution channels.
• Build networks with custodial distribution relationship financial consultants.
• Travel is required.

Skills

Strong communication skills

Analytical skills

Critical-thinking

Problem-solving skills

Education

Bachelor’s degree

Job description

CAPTRUST is seeking a Business Development Financial Advisor to help bring in new clients through our custodial distribution channels. The role offers a competitive salary range of $125,000 to $175,000 plus bonuses based on experience and location.

Ideal candidates will have significant experience as an Investment Advisor and a commitment to high professional and ethical standards. CAPTRUST values its employees, providing benefits like health coverage and employee ownership opportunities.