Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; Los Angeles (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

Company-paid life insurance

Job summary

CAPTRUST in Los Angeles is seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial planning and investment management solutions, and help clients achieve their financial goals by offering comprehensive financial advice.

The ideal candidate has at least 4 years of experience in the wealth management industry, strong communication skills, and is ready to build a holistic wealth management practice focused on client satisfaction. Competitive compensation and benefits are offered.

Qualifications

• At least 4 years of sales and related industry experience in wealth management.
• Must obtain Series 65 license within 90 days of start date.
• Excellent interpersonal skills and critical thinking abilities.

Responsibilities

• Identify, establish, and manage new client relationships.
• Provide ongoing financial planning and investment management.
• Regularly review and update financial plans and portfolios.

Skills

Strong communication skills

Public speaking

Analytical skills

Problem-solving abilities

Education

4-year college degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

GAP analysis tools

Job description

CAPTRUST in Los Angeles is seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial planning and investment management solutions, and help clients achieve their financial goals by offering comprehensive financial advice.

The ideal candidate has at least 4 years of experience in the wealth management industry, strong communication skills, and is ready to build a holistic wealth management practice focused on client satisfaction. Competitive compensation and benefits are offered.