Associate Financial Planner
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Before you apply
Salary$60k – $70k
LocationUNAVAILABLE, UNAVAILABLE, UNAVAILABLE
Also in740 University Ave | Sacramento, CA 95825
Work modeon-site
Typefull-time
SeniorityEntry
Company size1,001–5,000 people
PostedOct 22, 2024 · 2y ago
Verified live14h ago
May no longer be actively hiring
Posted by the company on Oct 22, 2024100% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Bachelor's degree from an accredited college or university preferably in a Finance Related field
Expert skill level in Microsoft Excel and Word
Ability to quickly learn new computer programs and processes
High level of organization and attention to detail
Ability to prioritize tasks and to manage multiple reporting relationships
Strong communication skills
Outstanding communication and client service skills
Team player, collaborative, able to work with others
CRM software knowledge a plus
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
Skills
Microsoft Excel
Microsoft Word
eMoney
CRM software
Benefits
Health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Short term disability
Long term disability
Paid time off
Overview
WHO are we looking for?
CAPTRUST is seeking a Associate Financial Planner who will work closely with experienced Financial Planners and Financial Advisors to improve productivity and the quality of services provided to clients, and must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities may include the following, among others:
Responsibilities
•
Create, coordinate, gather, and execute financial plans, spreadsheets, presentations, requests, reports, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or brief the senior advisor(s) for delivery
•
Responsible for collecting information for financial planning projects and entering information into eMoney financial planning software; advise senior advisor on the planning results/output
•
Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
•
Prepare for client meetings by assembling necessary resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients; prepare client meeting notes
•
Implement changes, adjustments, rebalancing, raise cash, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
Qualifications
Minimum Qualifications:
•
Bachelor’s degree from an accredited college or university preferably in a Finance Related field
Nice to have
Desired Qualifications/Skills:
•
Expert skill level in Microsoft Excel and Word
•
Ability to quickly learn new computer programs and processes
•
High level of organization and attention to detail
•
Ability to prioritize tasks and to manage multiple reporting relationships
•
Strong communication skills
•
Outstanding communication and client service skills
•
Team player, collaborative, able to work with others
•
CRM software knowledge a plus
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.
•
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)
•
Compensation range (depending on location and experience): $60,000.00 - 70,000.00 annually
WHERE will you be working?
740 University Ave | Sacramento, CA 95825
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:
•
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
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.
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. #entry
This position will remain open until filled.