CAPTRUST · 2 days ago
Wealth Financial Advisor
Santa Barbara, CA
Full-time
Hybrid
Mid Level
$90K/yr - $100K/yr
4+ years expCAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutions, and risk management to various clients, guiding them towards their financial aspirations.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Juanita Evans, PHRca, SHRM-CP
Responsibilities
Develop Client Relationships: Identify, establish, and manage new client relationships
Provide Financial Planning: Offer ongoing financial planning and investment management services
Conduct Reviews: Regularly review and update financial plans and portfolios
Educate Participants: Provide financial planning and education to retirement plan participants
Build Networks: Develop relationships with referral sources, centers of influence, and external partners
Travel: Be prepared to travel as needed
Qualification
Required
4-year college degree preferred but not required
Professional licenses/certifications such as Series 65, 6, 7
At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles
Strong communication skills, including public speaking, and excellent interpersonal skills
Analytical, critical thinking, and problem-solving abilities are essential
Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation
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