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Wealth Financial Advisor

2 months ago

Grand Rapids, Michigan, United States CAPTRUST Full time
About the Role

We are seeking a highly skilled Wealth Financial Advisor to join our team at CAPTRUST. As a key member of our wealth management team, you will be responsible for attracting new, affluent wealth clients to the firm using a comprehensive financial planning approach.

Key Responsibilities
  • Client Acquisition: Identify, solicit, establish, develop, and manage new client relationships to drive business growth.
  • Financial Planning: Provide ongoing financial planning and advice on the construction of financial plans, including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning.
  • Portfolio Management: Conduct regular portfolio reviews and implement changes, adjustments, rebalancing, and cash management in collaboration with our research and trading teams.
  • Client Service: Service existing client relationships, including quarterly reviews, updating financial plans, and managing client portfolios.
Requirements
  • Professional Qualifications: Professional license/certification required (65, 6, or 7) or obtained within 12 months of hire date.
  • Industry Experience: 5+ years of related industry experience in wealth management business development, financial planning, investment allocation, and model portfolios.
Desired Qualifications
  • Financial Planning Software: Knowledge of or exposure to eMoney or similar financial planning software.
  • Professional Certifications: Possession of or desire to pursue CFP.
  • Communication Skills: Strong communication skills, both written and verbal.
  • Interpersonal Skills: Strong interpersonal skills, especially with executives, wealthy individuals, and family office-type clients.
  • Organizational Skills: Good organizational skills, including multi-tasking, adapting priorities, and meeting deadlines.
About CAPTRUST

At CAPTRUST, we value our team members and offer a comprehensive benefits package, including employee ownership opportunities, comprehensive health coverage, and a 401(k) program with a generous employer match.

We are committed to building a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.