Financial Advisor - Retirement Plans

🕒 June 22, 2025

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CAPTRUST

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1989

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round on 2023-09

Finance • Fintech • B2C

CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.

📋 Description

• Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! • Expand and nurture a $1 million+ institutional consulting practice. • Cultivate New Client Relationships: Secure at least $150,000 in new contracted revenue annually. • Schedule and attend a minimum of three prospect meetings per week. • Provide Fiduciary Advice: Offer expert fiduciary advice to your client base. • Educate and Advise: Deliver educational programs and advice to plan participants.

🎯 Requirements

• Bachelor's degree; majors in Business Administration, Marketing, or Finance preferred. • At least 10 years of direct selling experience in the financial services industry. • Exceptional oral and written communication skills, high professionalism, and the ability to work independently. • Securities licenses such as Series 65, 66, 7. • Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software.

🏖️ Benefits

• Employee ownership opportunities • Comprehensive health coverage + Personify Health wellness platform • 401(k) program with a 5% employer match + financial planning for colleagues