Wealth Advisor — Build Your Practice with Equity Ownership

CAPTRUST; New York (NY); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership

Health/dental/vision coverage

401(k) with company match

Life and disability insurance

Paid time off

Job summary

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice in the New York area. You will provide comprehensive financial planning, investment management, and risk management for retirement plan participants and individuals, families, and business owners.

Responsibilities include developing client relationships, delivering ongoing financial planning, and educating participants, with travel as needed.

Qualifications

• 4-year college degree preferred but not required.
• Series 65 license 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: establish and manage new client relationships.
• Provide financial planning and investment management services.
• Conduct reviews: regularly review and update financial plans and portfolios.
• Educate participants: offer financial planning and education to retirement plan participants.
• Build networks: develop relationships with referral sources and external partners.
• Travel: be prepared to travel as needed.

Skills

Communication

Public speaking

Interpersonal skills

Analytical thinking

Problem solving

Education

4-year college degree

Tools

Excel

Word

PowerPoint

Access

GAP analysis tools

Vendor websites

Job description

CAPTRUST is seeking a Financial Advisor to build and manage a holistic wealth management practice in the New York area. You will provide comprehensive financial planning, investment management, and risk management for retirement plan participants and individuals, families, and business owners.

Responsibilities include developing client relationships, delivering ongoing financial planning, and educating participants, with travel as needed.