Retirement Plan Advisor — Equity Ownership & Growth

CAPTRUST; Richmond (VA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

Company-paid life insurance, short-term and long-term disability

Paid time off (PTO) or Paid Sick Leave (PSL)

Job summary

CAPTRUST is looking for experienced Financial Advisors in Richmond, VA to join a thriving team. You will focus on expanding a $1 million+ institutional consulting practice, managing a diverse portfolio of retirement plan clients, and securing new contracts annually.

With a culture that promotes personal growth, you can expect a supportive environment, competitive salary ranges between $100,000 to $130,000, and numerous employee benefits, including health coverage and ownership opportunities.

Qualifications

• At least 10 years of direct selling experience in the financial services industry.
• Licenses: Series 65 or must obtain within 90 days of start date.

Responsibilities

• Secure at least $150,000 in new contracted revenue annually.
• Present to individuals and committees with confidence and clarity.
• Schedule and attend a minimum of three prospect meetings per week.
• Cross-sell additional CAPTRUST services to existing clients.
• Develop relationships with Centers of Influence (COIs).
• Offer expert fiduciary advice to your client base.
• Perform and document quarterly portfolio and plan reviews.
• Deliver educational programs and advice to plan participants.
• Travel as needed for meetings and presentations.

Skills

Exceptional oral and written communication skills

High professionalism

Ability to work independently

Strong skills in Microsoft Office, especially Excel

Education

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

Tools

Client Relationship Management (CRM) software

Job description

CAPTRUST is looking for experienced Financial Advisors in Richmond, VA to join a thriving team. You will focus on expanding a $1 million+ institutional consulting practice, managing a diverse portfolio of retirement plan clients, and securing new contracts annually.

With a culture that promotes personal growth, you can expect a supportive environment, competitive salary ranges between $100,000 to $130,000, and numerous employee benefits, including health coverage and ownership opportunities.