Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; San Francisco (CA); 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 with company match

Paid time off (PTO) or sick leave

Job summary

CAPTRUST is searching for a dedicated Financial Advisor in San Francisco, California, to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutions, and risk management to various clients, including retirement plan participants and individual investors.

The ideal candidate will develop client relationships, provide financial planning services, and educate participants, with a starting salary range of $90,000 to $100,000 plus bonuses depending on experience.

Qualifications

• At least 4 years of experience in wealth management and financial planning.
• Must obtain Series 65 license within 90 days of start date.
• Proficient in communication and problem-solving.

Responsibilities

• Develop and manage new client relationships.
• Provide ongoing financial planning and investment management.
• Conduct regular reviews of financial plans and portfolios.

Skills

Communication skills

Public speaking

Interpersonal skills

Analytical skills

Critical thinking

Problem-solving

Technical proficiency in Microsoft Office

Education

4-year college degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

GAP analysis tools

Job description

CAPTRUST is searching for a dedicated Financial Advisor in San Francisco, California, to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutions, and risk management to various clients, including retirement plan participants and individual investors.

The ideal candidate will develop client relationships, provide financial planning services, and educate participants, with a starting salary range of $90,000 to $100,000 plus bonuses depending on experience.