Wealth Financial Advisor

CAPTRUST

Financial Advisor providing comprehensive financial planning and investment management solutions at CAPTRUST. Building client relationships and managing a wealth management practice for financial goals.

Posted 6/24/2026full-timePhoenix • Arizona, California, Florida, Illinois, Kansas, New York • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Develop Client Relationships: Identify, establish, and manage new client relationships.
Provide Financial Planning: Offer ongoing financial planning and investment management services.
Conduct Reviews: Regularly review and update financial plans and portfolios.
Educate Participants: Provide financial planning and education to retirement plan participants.
Build Networks: Develop relationships with referral sources, centers of influence, and external partners.
Travel: Be prepared to travel as needed.

Requirements

What you’ll need

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

Comp & perks

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).

ATS Keywords

✓ Tailor your resume

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