Business Development Financial Advisor
CAPTRUST
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $125,000 - $200,000 per year
About the role
- Develop Client Relationships: Work directly within custodial distribution channels in their branches to develop relationships and business flows.
- Build Networks: Develop relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities.
- Travel: Travel is generally limited to Los Angeles and surrounding areas.
Requirements
- Bachelor’s degree preferred but not required
- Minimum of 5 years of experience as an Investment Advisor Representative (IAR)
- Holding either a Series 65 OR a Series 66 and Series 7
- At least 2 years registered as an IAR
- Plus 3 years immediately prior registered with a broker-dealer
- OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager
- Strong communication skills, including public speaking, with excellent interpersonal abilities
- Demonstrated analytical, critical-thinking, and problem-solving skills
Benefits
- Company discretionary bonus
- Health, dental, and vision coverage
- Employer 401(k) plan and company match
- Health savings accounts
- Flexible spending accounts
- 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
Investment Advisor Representativesecurities portfolio management
Soft Skills
communication skillspublic speakinginterpersonal abilitiesanalytical skillscritical-thinking skillsproblem-solving skills
Certifications
Series 65Series 66Series 7CFPCFACPA