Wealth Advisor: Build Your Practice & Equity Path

CAPTRUST; New Jersey; On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership

Health/Dental/Vision

Life Insurance & Disability

Paid time off

Job summary

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice. You will deliver comprehensive financial planning, investment management, and risk management to retirement plan participants, individual investors, families, and business owners.

You will develop client relationships, provide ongoing planning, conduct reviews, educate participants, and collaborate with partners.

Qualifications

• 4-year college degree preferred but not required.
• Series 65 or must obtain 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 Financial Planning: Offer 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

Client relationships

Financial planning

Investment management

Public speaking

Interpersonal skills

Analytical thinking

Education

Bachelor's degree preferred

Tools

Excel

Word

PowerPoint

Access

GAP analysis tools

Vendor site navigation

Job description

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice. You will deliver comprehensive financial planning, investment management, and risk management to retirement plan participants, individual investors, families, and business owners.

You will develop client relationships, provide ongoing planning, conduct reviews, educate participants, and collaborate with partners.