About this role
Financial Advisor - Endowments and Foundations at CAPTRUST. Location: Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa. Role: Develop relationships, Deliver presentations, Prospect meetings Requirements: 5+ years selling financial services to endowments/foundations; Series 65; Bachelor's degree; strong communication; CRM proficiency. Category: Sales Seniority: Mid Level Tools: CRM, Microsoft Office, Excel Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English