Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; Phoenix (AZ); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

401(k) plan with company match

Paid time off

Job summary

CAPTRUST in Phoenix, Arizona is seeking a dedicated Financial Advisor to provide investment management and comprehensive financial planning to clients. The ideal candidate will manage client relationships, educate participants, and build networks to help clients achieve their financial goals.

This position offers benefits like health coverage, employee ownership opportunities, and a supportive work culture. Starting salary ranges from $90,000 to $100,000 plus bonuses, depending on experience.

Qualifications

• At least 4 years of sales and industry experience in wealth management.
• Must possess Series 65 or obtain it within 90 days of start date.

Responsibilities

• Identify and manage new client relationships.
• Provide ongoing financial planning services.
• Regularly review and update financial plans.
• Educate retirement plan participants.

Skills

Strong communication skills

Public speaking

Interpersonal skills

Analytical thinking

Problem-solving abilities

Education

4-year college degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Access

Job description

CAPTRUST in Phoenix, Arizona is seeking a dedicated Financial Advisor to provide investment management and comprehensive financial planning to clients. The ideal candidate will manage client relationships, educate participants, and build networks to help clients achieve their financial goals.

This position offers benefits like health coverage, employee ownership opportunities, and a supportive work culture. Starting salary ranges from $90,000 to $100,000 plus bonuses, depending on experience.