Business Development Financial Advisor
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Business Development Financial Advisor for CAPTRUST assisting in client acquisition through custodial distribution channels. Building relationships with financial consultants in Los Angeles area.
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.
Requirements:
- Bachelor’s degree preferred but not required
- 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
Benefits:
- Company discretionary bonus
- Health, dental, and vision coverage
- Employer 401(k) plan and company match
- Health savings accounts
- Flexible spending accounts
- 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)
Similar Jobs
Director of Business Development – Government Contracts
Director of Business Development for government contracts focused on modular homes. Building relationships and closing contracts with government agencies for disaster relief and housing initiatives.
Senior Specialist, Business Development
Senior Specialist, Business Development for L3Harris' Missile Solutions Segment. Driving growth, supporting business development, and cultivating key relationships in government agencies and industry.
Business Development Manager – EMEA
Responsible for managing customers and partners for Microsoft Embedded / IoT solutions. Focusing on driving profitable growth through acquisition and growth of existing customers in the EMEA region.
Business Development Manager – Product & Services
Business Development Manager at Biocytogen focusing on business opportunities in biopharmaceutical science and technology. Engaging with customers, managing contracts, and supporting marketing efforts.
Business Developer
Business Developer driving B2B sales for Inoopa, an AI-powered data intelligence platform in the Netherlands. Identify new opportunities, manage sales cycles, and build strategic partnerships.
Senior Business Development Manager
Senior Business Development Manager responsible for driving growth by selling demand response programs in the US energy markets. Collaborating with clients and internal teams to promote brand awareness and enhance market share.
Business Development Representative
Build relationships with potential clients to drive business development success in a fully remote environment. Join Humand to be part of the digital revolution in HR processes.
Business Development Director, B2B
Sales Director in B2B SaaS overseeing sales strategy and team building in the DACH market. Engaging with stakeholders and utilizing AI for efficient sales processes.
Business Development Manager – Excipients
Business Development Manager developing and implementing growth strategies for excipients product area. Collaborating with teams and supporting sales efforts in Germany and Europe.
Director, Business Development – Space Propulsion & Power Systems
Director of Business Development for L3Harris focusing on Space Propulsion & Power Systems. Leading business growth through government and stakeholder engagement with strategic capture initiatives.
Business Development Representative
Business Development Representative at Marktlink guiding entrepreneurs in business sales. Proactive role in contacting and recruiting entrepreneurs for growth opportunities.
Business Development Representative
Business Development Representative for Marktlink facilitating conversations with entrepreneurs for business growth. Engaging and strategizing for sales funnel and future planning.
Business Development Manager
Business Development Manager at Wormhole Labs creating business strategies and managing client relationships in blockchain solutions. Collaborating with engineering and product teams for integrated launch support.
Manager, Emerging Business – Software Business Development
Manager leading software product strategy for Mazda to enhance customer experience and drive profitability. Responsible for market analysis, partnerships, and cross-functional collaboration.
Executive Business Development Manager – Credit & Capital Markets
Strategic Manager managing relationships with real estate companies to originate credit opportunities. Collaborating with investors and managing financial operations in Brazil.
Senior Business Development Executive
Business Development Executive for STATSports, focusing on sports technology sales in Japan. Responsible for managing the full sales cycle and building relationships with elite sports organizations.
Senior Business Development Executive
Business Development Executive focusing on B2B sales in sports technology for STATSports. Managing relationships with elite sports organizations and achieving sales targets in Germany.
Business Development Representative
Business Development Representative focusing on lead generation and qualification for Crunchafi, simplifying accounting processes with innovative cloud solutions.
Business Development Representative
Business Development Representative at Genesys responsible for driving pipeline growth through B2B technology sales. Requires fluency in French to engage with French-speaking prospects and support regional growth.
Business Development Manager – Data Centers
Business Development Manager focused on identifying new business opportunities within the Data Center industry. Collaborating with key stakeholders to drive sales and business development strategies.