Business Development Financial Advisor — Travel & Equity

CAPTRUST; Greenwood Village (CO); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

401(k) plan with company match

Paid time off (PTO)

Company-paid life insurance

Job summary

CAPTRUST in Greenwood Village is seeking a Business Development Financial Advisor to help attract new clients through custodial distribution channels. This role demands a minimum of five years' experience as an Investment Advisor Representative. You will build relationships and networks, often traveling for business. Along with a competitive salary ranging from $125,000 to $175,000, you will enjoy strong employee benefits, including health coverage and 401(k) contributions. CAPTRUST emphasizes growth and support within its team.

Qualifications

• Minimum of 5 years of experience as an Investment Advisor Representative (IAR).
• Holds or willing to obtain either a Series 65 OR a Series 66 and Series 7 within 90 days of hire.
• At least 2 years registered as an IAR and 3 years prior registered with a broker-dealer.

Responsibilities

• Develop Client Relationships: Work directly within custodial distribution channels.
• Build Networks: Develop relationships through seminars and other activities.
• Travel: Travel is required.

Skills

Strong communication skills

Public speaking

Analytical skills

Critical thinking

Problem-solving skills

Education

Bachelor's degree

Job description

CAPTRUST in Greenwood Village is seeking a Business Development Financial Advisor to help attract new clients through custodial distribution channels. This role demands a minimum of five years' experience as an Investment Advisor Representative. You will build relationships and networks, often traveling for business. Along with a competitive salary ranging from $125,000 to $175,000, you will enjoy strong employee benefits, including health coverage and 401(k) contributions. CAPTRUST emphasizes growth and support within its team.