What are the responsibilities and job description for the Financial Counselor II position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking a Financial Counselor II who want to make a difference in people’s financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans.
We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work Desk team, you are making a difference in people’s lives as you provide advice and wellness conversations, not transactions.
At CAPTRUST, we believe everyone deserves a secure and confident retirement. As a retirement and wellness financial counselor, focusing on retirement and wellness conversations, you’ll empower plan participants to make informed decisions, guiding them through every step of their financial journey. Join a team that values your expertise, supports your growth, and celebrates your impact on clients’ lives.
Responsibilities
Minimum Qualifications:
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:
4208 Six Forks Rd #1700 | Raleigh, NC 27609
or
13961 South Minuteman Dr | Draper, UT 84020
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:
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 job description has been updated as of 11/26/2025, to reflect current responsibilities and requirements.
This position will remain open until filled.
CAPTRUST is seeking a Financial Counselor II who want to make a difference in people’s financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans.
We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work Desk team, you are making a difference in people’s lives as you provide advice and wellness conversations, not transactions.
At CAPTRUST, we believe everyone deserves a secure and confident retirement. As a retirement and wellness financial counselor, focusing on retirement and wellness conversations, you’ll empower plan participants to make informed decisions, guiding them through every step of their financial journey. Join a team that values your expertise, supports your growth, and celebrates your impact on clients’ lives.
Responsibilities
- Empower Participants: Provide holistic financial guidance and fiduciary-level advice to retirement plan participants over the phone, focusing on their unique needs and goals. You’re having conversations and not processing transactions
- Deliver Financial Wellness Conversations: Engage in meaningful, positive discussions about budgeting, cash management, credit, and debt—helping participants build financial confidence and well-being
- Personalize Retirement Strategies: Assess risk tolerance, explain plan options, and recommend asset allocations using CAPTRUST’s investment philosophy
- Educate & Advise: Answer participant questions, uncover hidden financial concerns, and deliver actionable next steps in a positive, encouraging manner
- Track & Collaborate: Document participant activity in our CRM, manage department tasks (reporting, communications, presentations, scheduling), and could take part in educational webinars as need and suitability align
- Be a Team Player: Potentially support onsite meetings/benefits fairs as needed and contribute to a collaborative, mission-driven team environment. Part of CAPTRUST’s Mission Statement is providing service beyond expectations and we strive to accomplish that with our participants in every interaction we have with them
Minimum Qualifications:
- 6 years of related industry experience; retirement plans and investment vehicles
- A Professional License/Certification required: Series 6,7, 65, CFP, or AFC
- 4-year college degree (preferred but not required)
- Proficient computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation
- Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses)
- Strong communications skills and interpersonal skills; including being polished, courteous, professional, and patient
- Detail oriented; ability to demonstrate good judgement and critical thinking
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)
4208 Six Forks Rd #1700 | Raleigh, NC 27609
or
13961 South Minuteman Dr | Draper, UT 84020
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 challenge
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
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 job description has been updated as of 11/26/2025, to reflect current responsibilities and requirements.
This position will remain open until filled.