Retirement Plan Financial Advisor — Build a High-Impact Practice

CAPTRUST; Homewood (AL); 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 with company match

Paid time off or sick leave

Job summary

A financial services firm is seeking a Retirement Plan Financial Advisor to build and manage a diverse portfolio of retirement plan clients. Responsibilities include cultivating client relationships, delivering presentations, and providing fiduciary advice. Candidates should have a Bachelor's degree, 10 years of experience in financial services, and strong communication skills. A competitive salary ranging from $100,000 to $130,000 plus bonuses is offered based on experience. Join a collaborative team that values integrity and service.

Qualifications

• Bachelor’s degree, preferably in Business Administration, Marketing, or Finance.
• At least 10 years of direct selling experience in the financial services industry.
• Must possess Series 65 or obtain it within 90 days of start date.

Responsibilities

• Cultivate new client relationships and secure annual contracted revenue.
• Deliver engaging presentations to individuals and committees.
• Schedule and attend a minimum of three prospect meetings per week.
• Cross-sell CAPTRUST services to existing clients.
• Build relationships with Centers of Influence and referral sources.
• Provide expert fiduciary advice to clients.
• Conduct quarterly portfolio and plan reviews.
• Deliver educational programs to plan participants.
• Be prepared to travel as needed.

Skills

Exceptional oral communication skills

Exceptional written communication skills

High professionalism

Ability to work independently

Technical proficiency in Microsoft Office

Experience with CRM software

Education

Bachelor’s degree

Tools

Microsoft Excel

Job description

A financial services firm is seeking a Retirement Plan Financial Advisor to build and manage a diverse portfolio of retirement plan clients. Responsibilities include cultivating client relationships, delivering presentations, and providing fiduciary advice. Candidates should have a Bachelor's degree, 10 years of experience in financial services, and strong communication skills. A competitive salary ranging from $100,000 to $130,000 plus bonuses is offered based on experience. Join a collaborative team that values integrity and service.