About this role
Financial Advisor - Retirement Plans at CAPTRUST. Location: Boston or San Diego or Cincinnati or Houston or Kansas City or Nashville or Dallas or Homewood. Role: Cultivate relationships, Deliver presentations, Schedule meetings Requirements: Bachelor's degree; 10+ years direct selling in financial services; Series 65 or obtain within 90 days; strong communication; Excel/CRM proficiency; willing to travel. Category: Sales Seniority: Senior Level Tools: Microsoft Excel, CRM software Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English