Business Development Financial Advisor

About the role

CAPTRUST is seeking a Business Development Financial Advisor to help bring in new clients through custodial distribution channels. The role offers a competitive salary and career growth potential with an ever-growing firm. The successful candidate maintains high professional and ethical standards, is well-organized and service-oriented, and can perform under tight deadlines.

Responsibilities

• Work within custodial distribution channels in their branches to develop client relationships and business flows.
• Build relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities.
• Travel as required.

Requirements

• A bachelor’s degree is preferred but not required.
• At least 5 years of experience as an Investment Advisor Representative (IAR).
• Hold, or be willing to obtain within 90 days of hire, either a Series 65 or a Series 66 and Series 7.
• Have at least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker-dealer; or hold a CFP®, CFA®, CPA, or qualify as a securities portfolio manager.
• Meet and maintain compliance with all ongoing participation requirements applicable to strategic referral partnerships.
• Have strong communication skills, including public speaking, excellent interpersonal abilities, and demonstrated analytical, critical-thinking, and problem-solving skills.

Benefits

CAPTRUST offers a competitive salary, career growth potential, a fully stocked break room, and fun employee events. The source also describes CAPTRUST as a quality team where colleagues work together and motivate one another through a commitment to high standards.

Key facts

• Travel is required.
• A bachelor’s degree is preferred but not required.
• At least 5 years of experience as an Investment Advisor Representative (IAR) is required.
• Hold or obtain within 90 days either a Series 65 or a Series 66 and Series 7.