Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; San Francisco (CA); Presencial; USD 90 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Employee ownership opportunities

Health, dental, and vision coverage

Employer 401(k) plan with company match

Paid time off (PTO) or sick leave

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

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

Conhecimentos

Communication skills

Public speaking

Interpersonal skills

Analytical skills

Critical thinking

Problem-solving

Technical proficiency in Microsoft Office

Formação académica

4-year college degree

Ferramentas

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

GAP analysis tools

Descrição da oferta de emprego

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.