OverviewWHO are we looking for? CAPTRUST is seeking a
CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects.
This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads. The firm has a healthy lead flow through its multi-faceted marketing efforts. The Wealth Advisor is responsible for the initial financial planning and onboarding of clients but does not have to do any ongoing service work. The Wealth Advisor's ultimate objective is to help grow the firm by extending that extraordinary service to prospective clients. Primary responsibilities may include the following, among others:
ResponsibilitiesResponsibilities:
- Educate prospective clients on the benefits of working with CAPTRUST.
- Develop and maintain relationships with prospective clients and centers of influence.
- Learn and execute CAPTRUST's financial planning process with qualified prospects, providing sound recommendations to clients in support of their values, goals, and investment objectives.
- Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for HNW clients.
- Work closely with the Wealth Management Team to ensure a seamless and professional hand-off.
- Speak at educational seminars (content provided) and answer attendee questions following the seminars.
- Manage calendar diligently to ensure availability for prospect meetings and schedule own meetings as necessary.
QualificationsMinimum Qualifications:
- 5+ years of related industry experience; wealth management, financial planning and investment vehicles, and business development
- Certified Financial Planner Designation
- Professional License/Certification required (65,6,7) or willing to obtain
Desired Qualifications/Skills:
- Knowledge of or exposure to Right Capital, eMoney or similar financial planning software
- Strong communication skills, both written and verbal
- Strong interpersonal skills, including being polished, courteous, professional, and patient
- Excellent organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Employee ownership opportunities
- Comprehensive health coverage + Personify wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?330 John Carlyle St Ste 400 | Alexandria, VA 22314
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
This position will remain open until filled.
