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Wealth Financial Advisor
captrust · Alexandria, VA, US
About The Role
WHO are we looking for? CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects. This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads. The firm has a healthy lead flow through its multi-faceted...
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