CAPTRUST · 13 hours ago
Business Development Financial Advisor
Los Angeles, CA
Full-time
Onsite
Senior Level
$125K/yr - $200K/yr
5+ years expCAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing in new clients through custodial distribution channels. The role involves developing client relationships and building networks within the financial consulting community.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
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
Qualification
Required
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, 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
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-02-04
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Company data provided by crunchbase