Business Development Financial Advisor

CAPTRUST

Business Development Financial Advisor responsible for new client acquisitions through custodial channels at CAPTRUST. Requires 5+ years as an Investment Advisor Representative with strong relationship-building skills.

Posted 5/14/2026full-timeChicago • Colorado, Connecticut, Florida, Illinois, Maryland, New Jersey, Ohio, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

Assist in bringing in new clients through custodial distribution channels
Develop client relationships within custodial distribution channels in their branches
Build networks with custodial distribution relationship financial consultants through seminars and other activities
Travel required for relationship building and client development

Requirements

What you’ll need

Minimum of 5 years of experience as an Investment Advisor Representative (IAR)
Must hold or be willing to obtain within 90 days of hire date 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
Meet and maintain compliance with all ongoing participation requirements applicable to strategic referral partnerships
Strong communication skills, including public speaking
Demonstrated analytical, critical‑thinking, and problem‑solving skills

Benefits

Comp & perks

Employee ownership opportunities
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Professional development opportunities
Company-paid benefits such as life insurance, short-term disability, and long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Investment Advisor RepresentativeSeries 65Series 66Series 7CFPCFACPAsecurities portfolio management

Soft Skills

communication skillspublic speakinganalytical skillscritical-thinking skillsproblem-solving skills

Certifications

Series 65Series 66Series 7CFPCFACPA