- Identify, solicit, establish, develop, and manage new client relationships
- Provide ongoing financial planning and advise on the?construction of financial plans including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
- Conduct regular portfolio reviews and?implement changes, adjustments, rebalancing, raise cash, etc. in collaboration with CAPTRUSTs research and trading teams
- Service existing client relationships, including quarterly reviews; updating financial plans; and managing client portfolios
- Professional license/certification required (65, 6, or 7) or obtained within 12 months of hire date
- 5+ years of related industry experience: wealth management business development, financial planning, investment allocation and model portfolios
- Knowledge of or exposure to eMoney or similar financial planning software
- Possession of or desire to pursue CFP
- Strong communication skills, both written and verbal
- Strong interpersonal skills especially with executives, wealthy individuals, and family office-type clients.
- Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
- Employee ownership opportunities
- Comprehensive health coverage + Virgin Pulse wellness platform
- 401(k) program with a generous 5% employer match?
- 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
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman North Creek, NY, United States FreelanceI am in need of a Financial Advisor with the following characteristics in North Creek, NY:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What is your ann ...
-
beBee Handyman Katonah, NY, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Katonah, NY:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them. · What stage are you at in your professional career? · Senior level/management. · What ...
-
beBee Handyman Stony Brook University, NY, United States FreelanceStony Brook University, NY is seeking a financial advisor to assist with portfolio building and financial planning. The ideal candidate will have experience in managing and organizing finances, and will be comfortable taking on some risk in long-term investments. The candidate sh ...
-
beBee Handyman Brentwood, NY, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Brentwood, NY:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annu ...
-
beBee Handyman Elwood, NY, United States FreelanceI am about to establish a company in Elwood, NY to carry out a project that will offer fixed deposits with significantly higher annual interest rates than those offered by traditional financial institutions. Our clients will be able to deposit their money with us for a specified ...
-
Financial Advisor Trainee
3 weeks ago
Raymond James Financial Incorporated Montgomery, United StatesJob Summary: · Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach b ...
-
Financial advisor for home purchase
2 weeks ago
beBee Handyman East Aurora, NY, United States FreelanceI am in need of a Financial Advisor with the following characteristics in East Aurora, NY:How do you feel about managing and organizing your finances? · I want to consult about my finances · What stage are you at in your professional career? · Retired · What is your annual income ...
-
Career Advisor
1 week ago
Commonwealth of PA Montgomery County, PA, United States**THE POSITION**: · Are you passionate about helping others find employment? The PA CareerLink Montgomery County Office has an opportunity for you to join our team as a Career Advisor Together we will provide customer-centered services designed to enhance workforce development ac ...
-
Fiscal advisory budget for company"
2 weeks ago
beBee Handyman Port Chester, NY, United States FreelanceI am in need of a Tax Advisor service with the following characteristics in Port Chester, NY:Client profile in need of tax advisor · Company (LLC) · What sector is the business or activity in? · Construction · What tax advisory services are needed? · Tax preparation and filing, q ...
-
Bilingual Business Funding Advisor
4 weeks ago
Stratice, LLC Montgomery, United StatesJob Summary: · As a Business Funding Advisor, you will play a pivotal role in assisting businesses in securing necessary funding to achieve their growth objectives. You will provide professional customer service and guidance to each unique potential client as you assist them thro ...
-
Client Accountant
2 weeks ago
Jackson Thornton Montgomery, United StatesOf course, we need for a Client Accountant to love numbers – but they also need to love helping clients If you are passionate about client service, we have an opportunity for you to join our Client Accounting Services team. · We are seeking a full-time Client Accountant with exc ...
-
Client Accountant
2 weeks ago
ITAC Solutions Montgomery, United StatesDo you love helping businesses grow through your passion for numbers? We have an exciting opportunity to work for a leading firm as a Client Accountant in the Montgomery, AL, area This person will handle all accounting for their assigned book of business, which may include month- ...
-
Contact Center Customer Service Representative
3 weeks ago
Hancock Whitney Montgomery, United StatesThank you for your interest in our company To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your accou ...
-
Principal Researcher/Senior Fellow
1 week ago
Mathematica Montgomery, United StatesPosition Description: · *About Mathematica:* · Mathematica applies expertise at the intersection of technology, data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions i ...
-
Entry Level Sales Representative
3 weeks ago
PRT Financial Montgomery, United StatesPlanRight FinancialAre you ready to take on the challenge of building your very own team of first-rate life insurance agents? If so, we need to talk. Our agency is expanding and we need a life insurance broker ready to step up to the plate and recruit, train, and develop agents w ...
-
Client Accountant
3 weeks ago
Jackson Thornton Montgomery, United StatesOf course, we need for a Client Accountant to love numbers but they also need to love helping clients If you are passionate about client service, we have an opportunity for you to join our Client Accounting Services team. · We are seeking a full-time Client Accountant with excel ...
-
Branch Manager-South Portland, ME
3 weeks ago
Key Bank Montgomery, United StatesBranch Manager-South Portland, ME page is loaded **Branch Manager-South Portland, ME** · **Branch Manager-South Portland, ME** · locationsSouth Portland, ME · time typeFull time · posted onPosted 3 Days Ago · job requisition idR-5924 · **Location:** · 25 Market Street - South ...
-
Branch Manager-Gorham, ME
2 weeks ago
Key Bank Montgomery, United StatesBranch Manager-Gorham, ME page is loaded **Branch Manager-Gorham, ME** · locationsGorham, ME · time typeFull time · posted onPosted 3 Days Ago · job requisition idR-5937 · **Location:** · 45 Main Street - Gorham, Maine 04038ABOUT THE JOB (JOB BRIEF): · At Key, we have the opp ...
-
Director of Academic Advising
4 days ago
Alabama State University Montgomery, United StatesSalary: $60, $65,000.00 Annually · Location : Montgomery, AL · Job Type: Full-time Staff · Job Number: STF · Department: Student Affairs · Opening Date: 05/23/2024 · Closing Date: 6/5/2024 11:59 PM Central · Job Description · Alabama State University (ASU), Division of Stu ...
-
Director Financial Planning
6 days ago
Prime Therapeutics Montgomery, United StatesPrime Therapeutics · Director Financial Planning & Analysis - Remote · Montgomery , · Alabama · Apply Now · Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision ...
Wealth Financial Advisor - Montgomery, United States - CAPTRUST
Description
WHO are we looking for??CAPTRUST is seeking? Wealth Financial Advisors ?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients. ?Competitive compensation is offered for this role as well as expanding responsibilities with a rapidly growing firm.
Responsibilities
Minimum Qualifications:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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:
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #executive
