Wealth Financial Advisor
CAPTRUST
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Identify, establish, and manage new client relationships.
- Offer ongoing financial planning and investment management services.
- Regularly review and update financial plans and portfolios.
- Provide financial planning and education to retirement plan participants.
- Develop relationships with referral sources, centers of influence, and external partners.
- Be prepared to travel as needed.
Requirements
- 4-year college degree preferred but not required.
- Series 65 or must obtain within 90 days of start date.
- At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles.
- Strong communication skills, including public speaking, and excellent interpersonal skills.
- Analytical, critical thinking, and problem-solving abilities are essential.
- Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation.
Benefits
- Employee ownership opportunities.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment managementGAP analysis
Soft Skills
communication skillspublic speakinginterpersonal skillsanalytical skillscritical thinkingproblem-solving
Certifications
Series 65