Associate Financial Planner

Overview

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:

Responsibilities

• 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 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

Qualifications

Minimum Qualifications:

• Bachelor’s degree in related field, and one to three years of experience at a wealth management or financial planning advisory firm
• Proficiency in Microsoft Office (Word, Excel, Outlook, and Power Point)
• Desire and passion to be in a support role for at least three years.

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 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): $80,000.00-$90,000.00

WHERE will you be working?

3 Dakota Dr #310 | Lake Success, NY 11042

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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 

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.#associate

This position will remain open until filled.

Salary : $80,000 - $90,000