Endowment & Foundations Advisor — Hybrid, Equity Growth

CAPTRUST; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

401(k) program with a 5% employer match

Job summary

CAPTRUST is seeking a Financial Advisor specializing in Endowments and Foundations to develop client relationships and provide fiduciary advice. With expectations of at least $150,000 in new contracted revenue, candidates should have a Bachelor's degree and substantial experience in the financial services industry. This role offers a competitive salary and significant long-term earnings potential as part of a collaborative team culture dedicated to excellent service.

Qualifications

• Bachelor's degree required; majors in Business Administration, Marketing, or Finance preferred.
• At least 5 years of direct selling experience in financial services.

Responsibilities

• Develop client relationships and secure at least $150,000 in new contracted revenue annually.
• Deliver presentations to individuals and committees.

Skills

Communication

Professionalism

Independence

Education

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

Tools

Microsoft Office

Client Relationship Management (CRM) software

Job description

CAPTRUST is seeking a Financial Advisor specializing in Endowments and Foundations to develop client relationships and provide fiduciary advice. With expectations of at least $150,000 in new contracted revenue, candidates should have a Bachelor's degree and substantial experience in the financial services industry. This role offers a competitive salary and significant long-term earnings potential as part of a collaborative team culture dedicated to excellent service.