Financial Planner - CAPTRUST

WHO are we looking for?

CAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients. He or she must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities include, but are not limited to:

• Broadly support Financial Advisors as part of a team in delivering top quality advice and service to clients
• Collect and organize information for financial plans; input information into our firm’s financial planning software; create financial plans for clients
• Prepare for client meetings (independently or with senior advisors) by coordinating centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
• Review, analyze, and summarize client’s estate planning documents, tax returns, insurance policies, and all other financial data and be able to identify errors and make recommendations for improvements

Minimum Qualifications:

• Bachelor’s degree in related field, and three or more years of experience at a wealth management or financial planning advisory firm
• Proficiency in Microsoft Office (Word, Excel, Outlook, and Power Point)
• 5+ years of relevant experience 

Desired Qualifications/Skills:

• Knowledge of or exposure to eMoney or similar financial planning software
• Possession of or desire to pursue CFP® Designation
• Ability to review, research, interpret, and discuss investment, financial, and security specific data with Senior Advisors and clients
• Proficiency and understanding of Trusts & Estates and Tax Planning
• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
• Salary range: $100,000 - $130,000 with experience & credentials

WHERE will you be working?

3 Dakota Dr. #310 | Lake Success, NY 11042

There is an opportunity for flexibility and to work from home at certain times. #Hybrid 

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and an inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.  #mid-senior