Wealth Financial Advisor

CAPTRUST; Alexandria (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Employee ownership opportunities

Comprehensive health coverage

401(k) with 5% employer match

Job summary

CAPTRUST in Alexandria, VA is seeking a CFP Wealth Advisor to meet with qualified prospects, assess goals, build a financial plan, and present initial recommendations. After engagement, the relationship moves to a Wealth Manager, with opportunities to speak at events for prospects.

You will educate clients, develop relationships, and collaborate with the Wealth Management Team to ensure smooth handoffs while maintaining an active schedule of prospect meetings and seminars.

Qualifications

• Minimum 5+ years of wealth management experience.
• Certified Financial Planner (CFP) designation.
• Professional license/certification required (65,6,7) or willing to obtain.

Responsibilities

• Educate prospective clients on CAPTRUST benefits.
• Develop and maintain relationships with prospective clients and centers of influence.
• Learn and execute CAPTRUST’s financial planning process with qualified prospects, providing sound recommendations to clients in support of their values, goals, and investment objectives.
• Prepare comprehensive financial plans for high-net-worth clients, including data gathering and analysis.
• Work closely with the Wealth Management Team to ensure a seamless hand-off.
• Speak at educational seminars and answer attendee questions following the seminars.
• Manage calendar to ensure availability for prospect meetings and schedule own meetings.

Skills

Client relationships

Communication skills

Financial planning knowledge

Presentation skills

Education

Certified Financial Planner Designation

Tools

Right Capital

eMoney

Job description

WHO are we looking for?

CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects.

Responsibilities

• Educate prospective clients on the benefits of working with CAPTRUST.
• Develop and maintain relationships with prospective clients and centers of influence.
• Learn and execute CAPTRUST’s financial planning process with qualified prospects, providing sound recommendations to clients in support of their values, goals, and investment objectives.
• Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for HNW clients.
• Work closely with the Wealth Management Team to ensure a seamless and professional hand‑off.
• Speak at educational seminars (content provided) and answer attendee questions following the seminars.
• Manage calendar diligently to ensure availability for prospect meetings and schedule own meetings as necessary.

Qualifications

Minimum Qualifications:

• 5+ years of related industry experience; wealth management, financial planning and investment vehicles, and business development
• Certified Financial Planner Designation
• Professional License/Certification required (65,6,7) or willing to obtain

Desired Qualifications/Skills

• Knowledge of or exposure to Right Capital, eMoney or similar financial planning software
• Strong communication skills, both written and verbal
• Strong interpersonal skills, including being polished, courteous, professional, and patient
• Excellent organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

330 John Carlyle St Ste 400 | Alexandria, VA 22314

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

This position will remain open until filled.