Financial Planner - CAPTRUST

WHO are we looking for?

CAPTRUST seeks a dynamic Financial Planner who will work with a Senior Financial Advisor and staff members (we have a team-based approach) to lead and support client relationships to provide world-class service. A competitive salary plus bonus, depending on experience, and expanding responsibilities with a rapidly growing advisor offered for this role.

Client Facing Responsibilities:

• Prepare and propose items of discussion, financial planning issues, and recommendations for client review meetings
• Attend client meetings with Senior Advisor as appropriate
• Manage client meeting follow-up items and action items with clients and outside advisors if necessary
• Maintain frequent communications with clients between meetings

Financial Planning Responsibilities:

• Effectively use eMoney platform and/or other software tools to create and update financial projections
• Collaborate with Senior Financial Advisor to develop appropriate financial recommendations for clients
• Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
• Experience with other Microsoft programs to help develop efficiencies and client work flows

Investment Management Responsibilities:

• Develop a clear understanding of CAPTRUST investment strategies and why certain recommendations are appropriate for various clients
• Work with senior advisors and others to develop suitable portfolio recommendations for individual clients
• Work with the portfolio management team with rebalancing/realignment of portfolios
• Understand the use of other programs such as Pontera and Black Diamond

Business Development Responsibilities:

• Develop and close new client relationships
• Deliver sales presentations
• Set prospect meetings and develop a system for follow-up
• Create and develop centers of influence and communication drips

Minimum Qualifications:

• Bachelor's degree or higher required
• CFP or required to successfully pass and obtain the Certified Financial Planner (CFP) designation within 24 months of hire date
• Relevant work experience preferred

Desired Qualifications/Skills:

• An understanding of Behavioral Finance and its effect on the client relationship
• ”Team Player” mindset and willingness to do whatever is needed, big or small
• Enjoys direct and personal interactions with clients (internal and external)
• Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
• Excellent written and verbal communication skills
• Excellent computer skills, including MS Word, Excel, and Outlook
• Familiarity with Financial Planning Software (eMoney preferred)
• Well-developed interpersonal skills
• Exceptional organizational skills
• Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive 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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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.

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. #associate