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Financial Advisor

Company: CAPTRUST
Location: Garland
Posted on: March 24, 2020

Job Description:

Position Overview: CAPTRUST is seeking a Financial Advisor to serve and grow a million dollar institutional consulting practice in Dallas, TX. The Financial Advisor role is responsible for building and servicing a practice serving small and mid-market retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants --- to include 401(k), 403(b), defined benefit, and nonqualified. Job Responsibilities: Develop and close new client relationships. (At least $150,000 in new contracts per year) Make sales presentations to individuals and committees Set prospect meetings; minimum three per week Cross-sell CAPTRUST services to existing clients Develop relationships with COIs and other referral sources Provide fiduciary advice to existing client relationships Conduct and document quarterly portfolio/account reviews Provide education and advice programs for plan participants Travel is required Minimum Qualifications: Bachelor's degree required; major in Business Administration, Marketing or Finance preferred 5 years of direct selling experience in the Financial Service industry Highly Desired Qualifications/Skills: Exceptional oral and written communications skills High standard of professionalism Looking to develop a long-term career in the investment/financial services industry Able to work independently Securities licenses e.g. Series 65, 66, 7 Strong proficiency in Microsoft Office, especially Microsoft Excel Client Relationship Management (CRM) software experience Compensation: Salary range $60,000 to $75,000 (plus bonus) to start depending on experience and geography. Assuming acceptable performance, salary will likely be maintained for two years as practice grows. Salary replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry --- including equity ownership.

Keywords: CAPTRUST, Garland , Financial Advisor, Accounting, Auditing , Garland, Texas

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