Wealth Advisor: Grow Your Practice + Equity Ownership

CAPTRUST; Chicago (IL); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Employee ownership opportunities.

Health, dental, and vision coverage;

Company-paid life, disability; 401(k)

Paid time off

Job summary

CAPTRUST is seeking a Financial Advisor to build a holistic wealth management practice, delivering comprehensive financial planning, investment management, and risk management to retirement plan participants, individuals, families, and business owners. You will guide clients toward their short- and long-term financial goals with integrity and attentive service.

Responsibilities include developing client relationships, providing ongoing planning and reviews, educating participants, and

Qualifications

• Bachelor's degree or higher preferred.
• Series 65 license or ability to obtain within 90 days.
• At least 4 years in wealth management, financial planning, or related sales.
• Strong communication, interpersonal, and analytical skills.

Responsibilities

• Develop client relationships and manage new client accounts.
• Provide ongoing financial planning and investment management.
• Conduct regular reviews of financial plans and portfolios.
• Educate retirement plan participants on planning concepts.
• Build networks with referral sources and external partners.
• Travel as needed to serve clients.

Skills

Strong communication

Public speaking

Interpersonal skills

Analytical thinking

Problem solving

Education

4-year college degree preferred

Tools

MS Excel

MS Word

MS PowerPoint

MS Access

GAP analysis tools

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Job description

CAPTRUST is seeking a Financial Advisor to build a holistic wealth management practice, delivering comprehensive financial planning, investment management, and risk management to retirement plan participants, individuals, families, and business owners. You will guide clients toward their short- and long-term financial goals with integrity and attentive service.

Responsibilities include developing client relationships, providing ongoing planning and reviews, educating participants, and