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: 10+ years of direct selling in financial services; Series 65 or obtain within 90 days; Bachelor's degree in Business/Marketing/Finance; strong communication; proficient in Excel and CRM. Category: Sales Seniority: Senior Level Tools: Microsoft Office, Excel, CRM software Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English