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, Schedule meetings Requirements: Five+ years of direct selling experience in financial services to endowments and foundations; bachelor's in business, marketing, or finance; Series 65 within 90 days; strong communication; Excel and CRM proficiency. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Excel, CRM software Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English