Retirement Plan Advisor: Grow Institutional Practice

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

Job summary

CAPTRUST is seeking a Retirement Plan Financial Advisor to build and manage a diversified retirement plan client base in the mid-market range of $25–$500 million in assets.

The role focuses on cultivating new clients, delivering presentations, and meeting a minimum of three prospect meetings per week while cross-selling services and expanding referral networks. Candidates should have 10+ years in financial services and hold a Series 65 (or obtain within 90 days).

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 10 years of direct selling experience in financial services.
• Exceptional oral and written communication skills.
• Series 65 license or must obtain within 90 days of start date.
• Strong MS Office skills, especially Excel, and experience with CRM software.

Responsibilities

• Cultivate new client relationships and drive revenue growth.
• Deliver engaging presentations to individuals and committees.
• Schedule and attend multiple prospect meetings weekly.
• Cross-sell CAPTRUST services to existing clients.
• Build referral networks with COIs and other sources.
• Provide fiduciary advice and conduct quarterly reviews.

Skills

Communication skills

Professionalism

Independent work

Education

Bachelor's degree

Tools

CRM software

Excel

Job description

CAPTRUST is seeking a Retirement Plan Financial Advisor to build and manage a diversified retirement plan client base in the mid-market range of $25–$500 million in assets.

The role focuses on cultivating new clients, delivering presentations, and meeting a minimum of three prospect meetings per week while cross-selling services and expanding referral networks. Candidates should have 10+ years in financial services and hold a Series 65 (or obtain within 90 days).