About this role
Wealth Financial Advisor at CAPTRUST. Location: Phoenix, Arizona, United States. Role: advising clients, managing investments, building networks Requirements: 4+ years sales/wealth management experience, Series 65 required or must obtain within 90 days, bachelor’s degree preferred, proficiency with Microsoft Office and GAP analysis tools, strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, GAP analysis tools Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English