Endowment & Foundations Advisor: Grow Client Impact

CAPTRUST; Greenwood Village (CO); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

401(k) plan and company match

Paid time off

Job summary

CAPTRUST is looking for an Endowment and Foundations Advisor in Greenwood Village, Colorado. The role focuses on building client relationships with endowments and foundations, ensuring fiduciary advice is delivered effectively. Candidates should possess a Bachelor's degree, at least 5 years of experience in financial services, and exceptional communication skills. The compensation ranges from $100,000 to $130,000 plus bonuses, with opportunities for personal growth and employee ownership in a supportive work environment.

Qualifications

• At least 5 years of direct selling experience in financial services, especially endowments and foundations.
• Series 65 license or ability to obtain within 90 days of start date.

Responsibilities

• Secure at least $150,000 in new contracted revenue annually.
• Prepare and deliver presentations to individuals and committees.
• Attend a minimum of three prospect meetings per week.

Skills

Exceptional oral and written communication skills

High professionalism

Ability to work independently

Education

Bachelor's degree in Business Administration, Marketing, or Finance

Tools

Microsoft Office

Client Relationship Management (CRM) software

Job description

CAPTRUST is looking for an Endowment and Foundations Advisor in Greenwood Village, Colorado. The role focuses on building client relationships with endowments and foundations, ensuring fiduciary advice is delivered effectively. Candidates should possess a Bachelor's degree, at least 5 years of experience in financial services, and exceptional communication skills. The compensation ranges from $100,000 to $130,000 plus bonuses, with opportunities for personal growth and employee ownership in a supportive work environment.