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Financial Advisor - Retirement Plans

captrust · Boston | US-CA-San Diego | US-OH-Cincinnati | US-TX-Houston | US-MO-Kansas City | US-TN-Nashville | US-TX-Dallas | US-AL-Homewood | US-VA, MA, US

External listingFull-time7 months ago

About The Role

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For? Are 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, you'll 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.

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