WFH Appointment Setter

Job Title: Appointment Setter (Client Development Associate) Reports to: Client Development Manager / Wealth Advisor Job Summary CAPTRUST is seeking a driven, professional Appointment Setter to support our client development efforts. In this role, you’ll be a key contributor to firm growth by engaging prospective clients and scheduling introductory meetings with CAPTRUST advisors. You’ll serve as the first point of contact, setting the tone for a high-trust, consultative client experience. If you’re confident on the phone, organized, and motivated by results, this is a great opportunity to build a career in financial services.

Key Responsibilities

Schedule Introductory Meetings Proactively contact prospective clients via phone, email, and digital outreach to schedule discovery meetings with CAPTRUST advisors. Client Engagement & Relationship Building Establish rapport with prospects, identify high-level needs, and clearly communicate CAPTRUST’s value proposition in a professional and compliant manner. Support Business Development Goals Meet or exceed monthly activity and appointment-setting targets that contribute to new client acquisition and firm growth. CRM & Data Management Maintain accurate records of prospect interactions, appointment outcomes, and follow-ups using CAPTRUST’s CRM system. Internal Collaboration Work closely with advisors, client service teams, and marketing to ensure a smooth handoff and a strong first impression for prospective clients. Requirements 1+ year of experience in sales, appointment setting, client service, or business development (financial services experience preferred but not required) Excellent verbal and written communication skills with a polished, professional demeanor Comfortable working toward goals and metrics in a structured environment Strong organizational and time-management skills Proficiency with CRM systems and basic business software Availability during standard business hours (some flexibility may be required)

What We Offer

Competitive base compensation Performance-based incentives or bonuses Comprehensive benefits package (health, retirement, paid time off) Training and career development opportunities within the financial advisory industry Collaborative, professional, and growth-oriented work environment Apply tot his job Apply To this Job