Strategic Financial Advisor for Client Growth

CAPTRUST; Town of Florida (NY); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

401(k) plan with company match

Paid time off (PTO)

Job summary

The CAPTRUST firm is looking for a Business Development Financial Advisor in New York. This role focuses on fostering client relationships through custodial distribution channels and involves significant networking and travel.

Qualified candidates should possess strong communication skills, problem-solving abilities, and ideally, a Bachelor’s degree. The compensation package ranges from $125,000 to $175,000, with potential for bonuses and equity ownership.

CAPTRUST is committed to diversity and offers an extensive employee benefits package.

Qualifications

• Minimum 5 years as an Investment Advisor Representative (IAR).
• Hold or obtain Series 65 or Series 66 and 7 within 90 days.
• At least 2 years registered as IAR with prior broker-dealer experience.

Responsibilities

• Develop relationships within custodial distribution channels.
• Build networks with financial consultants.
• Travel required for client meetings.

Skills

Strong communication skills

Public speaking

Analytical skills

Critical-thinking

Problem-solving skills

Education

Bachelor’s degree (preferred)

Job description

The CAPTRUST firm is looking for a Business Development Financial Advisor in New York. This role focuses on fostering client relationships through custodial distribution channels and involves significant networking and travel.

Qualified candidates should possess strong communication skills, problem-solving abilities, and ideally, a Bachelor’s degree. The compensation package ranges from $125,000 to $175,000, with potential for bonuses and equity ownership.

CAPTRUST is committed to diversity and offers an extensive employee benefits package.