Senior Financial Counselor at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Retirement Planning, Risk Tolerance Evaluation, Asset Allocation, Budgeting, Cash Management, Credit Management, Debt Management, Communication Skills, Organizational Skills, Detail Oriented, Critical Thinking, Interpersonal Skills, Presentation Development, CRM Management

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Senior Financial Counselor who will provide guidance, education, and fiduciary level financial advice to institutional plan participants via the phone. As part of our normal conversation when speaking with plan participants, you will ask questions to better understand their needs and retirement goals. Your conversation allows you to then advise those individuals holistically as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocation recommendations based upon CAPTRUST investment strategies to help them achieve their retirement goals. Wellness conversations typically relate to budgeting, cash management, credit and debt concerns so you will be integral in helping them with best practices, resources, and steps to accomplish their stated goals and delivered, in a positive manner, to encourage follow-through and success. We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk. 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. Responsibilities Provide financial planning and wellness conversations with plan participants via phone Track participant activity in our CRM system Manage specific department tasks such as reporting, ongoing communications, presentation development, and online scheduling tools May conduct educational webinars for retirement clients and plan participants May act as a reservist if an onsite meeting needs to be covered Perform independently and exercise good judgement, with routine supervision Qualifications Minimum Qualifications: 6 years of related industry experience; retirement plans and investment vehicles Professional License/Certification required (65,6, or 7) Desired Qualifications/Skills: 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 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? 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. #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 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 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. #mid-senior This position will remain open until filled.

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Responsibilities

Provide financial planning and wellness conversations with plan participants via phone. Track participant activity in the CRM system and manage specific department tasks such as reporting and ongoing communications.