Financial Advisor | Financial Planning

Overview

WHO are we looking for?

CAPTRUST is seeking a results-driven Financial Planner to provide exceptional service to our wealth advisory team. The successful candidate will join an established team, delivering independent advice and tailored solutions to clients.

Responsibilities

• Collect and organize the necessary data and input from Financial Advisors, Relationship Managers, Consultants and clients to develop a financial plan
• Collaborate with the Financial Advisors and their clients to determine the clients’ financial objectives, tax status, risk tolerance, insurance coverage or other information needed to develop a financial plan
• Work with clients’ CPAs, attorneys and other professional advisors as required
• Interact directly with Financial Advisors, Relationship Managers, Consultants and other team members to ensure the quality and timeliness of projects
• Prepare financial reports for meetings, which may include preparation of cash-flow analysis, education funding analysis, survivor needs analysis and other estate and non-estate planning related issues
• Present the Financial Plan to the Financial Advisors and clients, or both
• Update information in the CRM (CAPConnect)
• Develop new client proposals and/or meet with new or prospective clients to introduce the planning process
• Contribute to special projects as needed

Qualifications

• 3-5 years of relevant financial services wealth management experience
• Bachelor’s degree 

Desired Qualifications/Skills:

• Certified Financial Planner (CFP) designation preferred
• Solid analytical and quantitative skills
• Ability to work independently and as part of a team
• Strong communication skills
• Ability to work under pressure of tight deadlines and to prioritize multiple tasks; excellent time-management skills
• Proficient in Microsoft Word, PowerPoint, and Excel
• Knowledge of eMoney and MoneyGuide Pro are a plus 

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)

WHERE will you be working? 

5605 Carnegie Blvd., Suite 400, Charlotte, NC 28209

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.

This position will remain open until filled.  #associate