About this role
Wealth Financial Advisor at CAPTRUST. Location: Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York. Role: building relationships, providing planning, managing investments Requirements: Series 65 required (obtain within 90 days), 4+ years sales/wealth management experience, college degree preferred, proficiency with Microsoft Office and GAP analysis tools, strong communication and public speaking skills, willingness to travel. Category: Sales Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, GAP analysis tools Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English