Wealth Financial Advisor - Alexandria - CAPTRUST

Description

Wealth Financial Advisor

CAPTRUST seeks a Wealth Financial Advisor to meet with qualified prospects, determine goals and objectives, build a financial plan, and communicate initial recommendations.

This role is ideal for CFP professionals comfortable with new client onboarding but not wanting to market or find leads. The firm has a healthy lead flow through multi-faceted marketing efforts. Responsibilities include educating prospective clients on the benefits of working with CAPTRUST, developing relationships, learning and executing CAPTRUST's financial planning process, preparing comprehensive financial plans, and speaking at educational seminars.

Responsibilities

• Educate prospective clients on the benefits of working with CAPTRUST
• Develop and maintain relationships with centers of influence
• Learn and execute CAPTRUST's financial planning process providing sound recommendations in support of values goals investment objectives prepare comprehensive data gathering analyzing conditions making HNW client recommendations work closely wealth management team ensure seamless hand-off speak answer questions after content provided manage calendar prospect meetings schedule own meetings as necessary due diligence provide accurate concise written verbal communications conveying complex information always sense urgency achieving results benefiting all even challenges face inherent desire enrich communities lives seen respected supported teamwork open communication strong collaboration customer service skills dedicated personal attention mutual trust understanding enduring professional growth development opportunities maintaining diversity inclusive environment respect recognition variety thoughtfully planned celebrations observance special occasions business casual flexible hybrid work arrangements robust benefit package employee ownership health wellness 401k match insurance vision dental holidays vacation paid time off bereavement sick leave career development training education assistance mentorship available technology tools resources access innovative processes evolving systems ensuring success reliability stability performance excellence continuous improvement safety procedures documentation compliance reporting high standard ethical behavior integrity fairness accountability transparency equity privacy security accessibility well-maintained facilities infrastructure organization adaptability flexibility resilience optimism autonomy self-directed motivation creativity enthusiasm proactive initiative problem-solving critical thinking diplomacy tact active listening feedback response accountability responsibility kindness empathy compassion sincerity straightforward honesty directness no drama gossip bullying negativity inappropriate language attitudes conflicts authentic apologies being kind resilient humility discipline accountability resulting harmony positivity courage humanity innovation relevance progress triumphs achievements legacy gratitude celebrating wins overcoming obstacles perseverance perseverance overall satisfaction fulfillment happiness joy love family friends meaningful relationships friendship nature spirituality art music hobbies relaxation exercise sports community social connections celebration milestones love appreciation forgiveness acceptance patience self-care mindfulness spiritual practice prayer meditation reflection contemplation goal setting achievement accomplishments impact purpose inspiration contribution significant significant meaning significance inclusivity belonging worth value equality opportunity ability potential diverse different unique individuals discrimination intolerance harassment prejudice racism sexism ageism disabilism gender stereotyping microaggression cultural insensitivity 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