Wealth Financial Advisor
CAPTRUST - Grand Rapids, MI
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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.Identify, solicit, establish, develop, and manage new client relationshipsProvide 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 planningConduct regular portfolio reviews and"¯implement changes, adjustments, rebalancing, raise cash, etc. in collaboration with CAPTRUST’s research and trading teamsService existing client relationships, including quarterly reviews; updating financial plans; and managing client portfoliosMinimum Qualifications:Professional license/certification required (65, 6, or 7) or obtained within 12 months of hire date5+ years of related industry experience: wealth management business development, financial planning, investment allocation and model portfoliosDesired Qualifications/Skills:Knowledge of or exposure to eMoney or similar financial planning softwarePossession of or desire to pursue CFPStrong communication skills, both written and verbalStrong interpersonal skills - especially with executives, wealthy individuals, and family office-type clients.Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlinesWHAT 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 opportunitiesComprehensive health coverage + Virgin Pulse wellness platform401(k) program with a generous 5% employer match"¯HOW do we build a world class organization one brick at a time?"¯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 theCAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivity EEO/Diversity Statement: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
Created: 2024-09-07