Business Development Financial Advisor

CAPTRUST

Business Development Financial Advisor supporting client acquisition through custodial distribution channels. Involves relationship management and network building for a financial services firm.

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

Work directly within custodial distribution channels to develop client relationships
Build networks with custodial distribution relationship financial consultants through seminars and other activities
Travel as required

Requirements

What you’ll need

Minimum of 5 years of experience as an Investment Advisor Representative (IAR)
Holding or willing to obtain either a Series 65 OR a Series 66 and Series 7 within 90 days of hire date
At least 2 years registered as an IAR, along with 3 years registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager
Must meet and maintain compliance with applicable ongoing participation requirements

Benefits

Comp & perks

Employee ownership opportunities
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans
Company-paid benefits such as life insurance
Short-term disability and long-term disability coverage
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 Representativesecurities portfolio management

Soft Skills

client relationship developmentnetwork buildingcommunication

Certifications

Series 65Series 66Series 7CFPCFACPA