CAPTRUST · 2 hours ago
Financial Advisor - Endowments and Foundations
Tampa, FL
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $130K/yr
5+ years expCAPTRUST is a financial services firm focused on serving endowments and foundations. The Endowment and Foundations Advisor will be responsible for developing client relationships, delivering presentations, and providing fiduciary advice to a diverse client base.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Juanita Evans, PHRca, SHRM-CP
Responsibilities
Develop Client Relationships: Secure at least $150,000 in new contracted revenue annually
Deliver 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 Participants: Deliver educational programs and advice to plan participants
Support Governance: Provide fiduciary and governance support to investment committees and boards
Travel: Be prepared to travel as needed
Qualification
Required
Bachelor's degree required; majors in Business Administration, Marketing, or Finance preferred
At least 5 years of direct selling experience in the financial services industry, specifically endowments and foundations
Exceptional oral and written communication skills, high professionalism, and the ability to work independently
Securities licenses such as Series 65, 66, 7
Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software
Benefits
Employee ownership opportunities.
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).
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase