Associate Financial Planner at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

65000.0

Posted On

10 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Excel, Microsoft Word, Organization, Attention to Detail, Communication Skills, Client Service Skills, Team Player, CRM Software Knowledge

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking an 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 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? 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 + Personify wellness platform 401(k) program with a 5% employer match + financial planning for colleagues Salary range: $55,000 - $65,000 with experience & credentials 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. #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. 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 This position will remain open until filled.

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Responsibilities

The Associate Financial Planner will create and execute financial plans and reports related to client service and meetings. They will also prepare for client meetings and implement changes to client portfolios.