What are the responsibilities and job description for the Financial Advisor - Endowments and Foundations position at CAPTRUST?
Overview
Who Are We Looking For?
Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million.
Responsibilities
- Develop Client Relationships: Secure at least $150,000 in new contracted revenue annually.
- Deliver Presentations: Present to individuals and committees with confidence and clarity.
- Prospect Meetings: Schedule and attend a minimum of three prospect meetings per week.
- Cross-Sell Services: Introduce and sell additional CAPTRUST services to existing clients.
- Build Referral Networks: Develop strong relationships with Centers of Influence (COIs) and other referral sources.
- Provide Fiduciary Advice: Offer expert fiduciary advice to your client base.
- Conduct Reviews: Perform and document quarterly portfolio and plan reviews.
- Educate Participants: Deliver educational programs and advice to plan participants.
- Support Governance: Provide fiduciary and governance support to investment committees and boards.
- Travel: Be prepared to travel as needed.
Qualifications
- Education: Bachelor's degree required; majors in Business Administration, Marketing, or Finance preferred.
- Experience: At least 5 years of direct selling experience in the financial services industry, specifically endowments and foundations.
- Skills: Exceptional oral and written communication skills, high professionalism, and the ability to work independently.
- Licenses: Series 65 or must obtain within 90 days of start date.
- Technical Proficiency: Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software.
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Employee ownership opportunities.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL).
Compensation:
Long term and unlimited based on production! To start, salary range $100,000 to $130,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be 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. Come build your business within the CAPTRUST framework!
Also interested in advisors with books of business and willing to grow. Compensation relative to experience.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This is a posting for a general FA applicant pool. this posting has no closing date. #executive