Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; San Ramon (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

Flexible spending accounts

Paid time off (PTO)

Job summary

CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities include developing and managing client relationships, providing financial planning, and conducting regular portfolio reviews.

The ideal candidate will have at least 4 years of experience in wealth management and strong communication skills. Benefits include health coverage, 401(k), and opportunities for employee ownership.

Qualifications

• At least 4 years of sales and related experience in wealth management.
• Licenses: Series 65 or must obtain within 90 days.
• Proficiency in financial planning and investment vehicles.

Responsibilities

• Identify, establish, and manage new client relationships.
• Offer ongoing financial planning and investment management services.
• Conduct regular reviews of financial plans and portfolios.
• Educate participants in retirement planning.

Skills

Strong communication skills

Public speaking

Analytical and critical thinking

Interpersonal skills

Problem-solving abilities

Technical proficiency in Microsoft Excel, Word, etc.

Education

4-year college degree preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Access

Job description

CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities include developing and managing client relationships, providing financial planning, and conducting regular portfolio reviews.

The ideal candidate will have at least 4 years of experience in wealth management and strong communication skills. Benefits include health coverage, 401(k), and opportunities for employee ownership.