Wealth Planner
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Before you apply
LocationUNAVAILABLE, UNAVAILABLE, UNAVAILABLE
Also in628 Green Valley Road #206 | Greensboro, NC 27408
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
Company size1,001–5,000 people
PostedOct 30, 2024 · 2y ago
Verified live1d ago
May no longer be actively hiring
Posted by the company on Oct 30, 202495% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in related field or equivalent experience
5+ years of relevant experience
Strong proficiency utilizing Microsoft Excel
CFP or must obtain within 2 years of hire date
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
Skills
Microsoft Excel
Benefits
Health insurance
Dental coverage
Vision coverage
401(k)
Life insurance
Short term disability
Long term disability
Paid time off
Paid sick leave
Overview
WHO are we looking for?
CAPTRUST seeks a dynamic Wealth Financial Planner who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
The internal title for this role is intended to be Senior Specialist| Financial Planning.
Responsibilities
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Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews
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Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software
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Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
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Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
Qualifications
Minimum Qualifications:
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Bachelor’s degree in related field or equivalent experience
•
5+ years of relevant experience
•
Strong proficiency utilizing Microsoft Excel
•
CFP® or must obtain within 2 years of hire date
Nice to have
Desired Qualifications/Skills:
•
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
•
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
•
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
WHAT can you expect from your career at CAPTRUST?
About the company
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which 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:
•
Company discretionary bonus
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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
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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)
WHERE will you be working?
628 Green Valley Road #206 | Greensboro, NC 27408
Due to the nature of the role, this is not a remote or work from home position.
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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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:
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Ability to build successful, collaborative, and trusting relationships
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Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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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
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Inherent desire to give back to our communities and enrich the lives of those around us
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An other-centered mindset
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Integrity through maintaining objectivity
Legal
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior
This position will remain open until filled.