Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST; Santa Barbara (CA); 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 (PTO) or paid sick leave

Job summary

CAPTRUST is hiring a Financial Advisor in Santa Barbara, California. This role involves providing comprehensive financial planning and investment management solutions for clients. Ambitious candidates will develop and manage client relationships, perform financial reviews, and educate participants on financial matters.

The ideal applicant will have 4 years of experience and possess strong communication and analytical skills. Join a supportive team culture with competitive benefits, including health coverage and employee ownership opportunities.

Qualifications

• 4 years of sales and related industry experience in wealth management or financial planning.
• Must obtain Series 65 license within 90 days of start date.

Responsibilities

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

Skills

Strong communication skills

Public speaking

Excellent interpersonal skills

Analytical thinking

Problem-solving abilities

Technical proficiency in Microsoft Office

Education

4-year college degree (preferred)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Access

Job description

CAPTRUST is hiring a Financial Advisor in Santa Barbara, California. This role involves providing comprehensive financial planning and investment management solutions for clients. Ambitious candidates will develop and manage client relationships, perform financial reviews, and educate participants on financial matters.

The ideal applicant will have 4 years of experience and possess strong communication and analytical skills. Join a supportive team culture with competitive benefits, including health coverage and employee ownership opportunities.