Wealth Advisor: Attract Affluent Clients & Plan Finances

FinanceInfos; Greenwood Village (CO); Sur place; USD 90 000 - 170 000; Plein temps

Avantages offerts par ce poste

401(k) program with employer match

Comprehensive health coverage

Employee ownership opportunities

Résumé du poste

CAPTRUST is seeking a Wealth Financial Advisor in Greenwood Village, CO to attract affluent clients through a comprehensive financial planning approach. You will join an established wealth management and institutional advisory team providing independent advice and customized service.

Ideal candidates have 5+ years in wealth management, a professional license or CFP pursuit, and experience with cash flow, net worth, and retirement planning. Supervision available with strong client interaction.

Qualifications

• Professional license/certification required (65, 6, or 7) or obtained within 12 months of hire date.
• 5+ years of related industry experience: wealth management, financial planning, investment allocation, and model portfolios.
• Knowledge of or exposure to eMoney or similar financial planning software.
• CFP certification preferred or pursuing CFP.

Responsabilités

• Conduct regular portfolio reviews and implement changes in collaboration with CAPTRUST’s research and trading teams.
• Identify, solicit, establish, develop, and manage new client relationships.
• Provide ongoing financial planning and advise on construction of financial plans including cash flow, net worth, retirement and estate plans, and tax planning.
• Service existing client relationships, including quarterly reviews; updating financial plans; and managing client portfolios.

Connaissances

Organizational skills

Communication skills

Interpersonal skills

Client relationship development

Financial planning knowledge

Financial planning software

Formation

Professional license/certification (65, 6, or 7)

Description du poste

CAPTRUST is seeking a Wealth Financial Advisor in Greenwood Village, CO to attract affluent clients through a comprehensive financial planning approach. You will join an established wealth management and institutional advisory team providing independent advice and customized service.

Ideal candidates have 5+ years in wealth management, a professional license or CFP pursuit, and experience with cash flow, net worth, and retirement planning. Supervision available with strong client interaction.