Hiring: Financial Advisor - Retirement Plans Company: CAPTRUST Location: Homewood, AL Job Posted Time: 2026-09-16 13:46:48 Target Skills & Keywords : Microsoft Excel, Microsoft Office About the job Experience: •10 years of direct selling experience in the financial services industry. •At least 10 years of direct selling experience in the financial services industry. Required Skills: •Cultivate New Client Relationships: Secure at least $150,000 in new contracted revenue annually. •Deliver Engaging 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 and Advise: Deliver educational programs and advice to plan participants. Qualifications: •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? •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: •$100,000 - $130,000 / year •Long term and unlimited based on production! To start, salary range $100,000 to $130,000 (plus bonus) depending on experience and geography Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!