Wealth Advisor: Build a Holistic Practice and Equity Path

CAPTRUST; Chesterfield (MO); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership opportunities.

Health, dental, and vision coverage

Employer 401(k) plan and company match

Health savings accounts

Flexible spending accounts

Voluntary supplemental plans

Life insurance

Short-term disability

Long-term disability

Paid time off (PTO) or Paid Sick Leave

Job summary

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice for retirement plan participants, individuals, families, and business owners. You will provide comprehensive financial planning, investment management solutions, and risk management to guide clients toward short- and long-term goals.

You will develop client relationships, offer ongoing financial planning and education, and regularly review portfolios. Some travel may be required as part of growth.

Qualifications

• 4-year college degree preferred but not required.
• Series 65 license must be obtained within 90 days of start date.
• At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles.
• Strong communication skills, including public speaking, and excellent interpersonal skills.
• Analytical, critical thinking, and problem-solving abilities are essential.
• Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation.

Responsibilities

• Develop client relationships: identify, establish, and manage new client relationships.
• Provide ongoing financial planning and investment management services.
• Conduct reviews: regularly review and update financial plans and portfolios.
• Educate participants: provide financial planning and education to retirement plan participants.
• Build networks: develop relationships with referral sources, centers of influence, and external partners.
• Travel: be prepared to travel as needed.

Skills

Communication skills

Public speaking

Interpersonal skills

Analytical thinking

Problem-solving

Excel

Word

PowerPoint

Access

GAP analysis

Vendor navigation

Education

4-year college degree preferred

Series 65 license within 90 days

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Access

GAP analysis tools

Vendor website navigation

Job description

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice for retirement plan participants, individuals, families, and business owners. You will provide comprehensive financial planning, investment management solutions, and risk management to guide clients toward short- and long-term goals.

You will develop client relationships, offer ongoing financial planning and education, and regularly review portfolios. Some travel may be required as part of growth.