Business Development Financial Advisor

Captrust • Los Angeles, CA

13d • $125,000 - $200,000

About The Position

CAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines.

Requirements

• Minimum of 5 years of experience as an Investment Advisor Representative (IAR), holding either a Series 65 OR a Series 66 and Series 7
• At least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager
• Strong communication skills, including public speaking, with excellent interpersonal abilities
• Demonstrated analytical, critical‑thinking, and problem‑solving skills

Responsibilities

• Develop Client Relationships: Work directly within custodial distribution channels in their branches to develop relationships and business flows.
• Build Networks: Develop relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities.
• Travel: Travel is generally limited to Los Angeles and surrounding areas.

Benefits

• Company discretionary bonus
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level