Wealth Financial Advisor

Job Highlights

• Title: Wealth Financial Advisor
• Type: Full Time
• Experience: 5+ Years
• Function: Financial Planning
• Location: Greenwood Village, CO, United States
• Company: CAPTRUST

Company Profile

CAPTRUST is one of the largest independent retirement plans and investment advisers. It provides consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net-worth individuals.

Job Profile

The company is searching for aWealth Financial Advisorwho will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach .

Join an established wealth management and institutional advisory team providing independent advice and customized service to clients.

Education Level

• Professional license/certification required (65, 6, or 7) or obtained within 12 months of hire date

Work Experience

• 5+ years of related industry experience : wealth management business development, financial planning, investment allocation, and model portfolios

Duties/Responsibilities

• Conduct regular portfolio reviews andimplement changes, adjustments, rebalancing, raising cash, etc. in collaboration with CAPTRUST’s research and trading teams
• Identify, solicit, establish, develop, and manage new client relationships
• Provide ongoing financial planning and advise on theconstruction of financial plans including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
• Service existing client relationships, including quarterly reviews; updating financial plans; and managing client portfolios

Skills/Knowledge/Abilities

• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
• 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.

Desired Skills-

• 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
• Ability to build successful, collaborative, and trusting relationships
• An other-centered mindset
• An inherent desire to give back to our communities and enrich the lives of those around us
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• Integrity through maintaining objectivity

Benefits/Perks

• 401(k) program with a generous 5% employer match
• Comprehensive health coverage + Virgin Pulse wellness platform
• Employee ownership opportunities

Employer’s Statement

CAPTRUST is an Equal Opportunity Employer. The company considers all qualified applicants without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status, registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law.