Job Description
divh2Retirement Plan Financial Advisor/h2pJoin Our Team at CAPTRUST!/ppWho Are We Looking For?/ppAre you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. As a Financial Advisor, youll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. Our focus is on the mid-market defined contribution clients, with plans ranging from $25 to $500 million in assets./ppResponsibilities/pulliCultivate New Client Relationships: Secure at least $150,000 in new contracted revenue annually./liliDeliver Engaging Presentations: Present to individuals and committees with confidence and clarity./liliProspect Meetings: Schedule and attend a minimum of three prospect meetings per week./liliCross-Sell Se...