Senior Financial Counselor at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Retirement Planning, Risk Tolerance Evaluation, Asset Allocation, Project Management, Relationship Building, Interpersonal Communication, Attention to Detail

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Senior Financial Counselor that will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendations based on CAPTRUST investment strategies. The Senior Financial Counselor will manage specific clients and work directly with clients and Financial Advisors in managing advice projects. Responsibilities Provide financial planning and education to retirement plan participants in group or individual sessions Manage and maintain various annual client projects Manage specific department tasks such as reporting, ongoing communications, and presentation development Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight Qualifications Minimum Qualifications/Skills: 4-year college degree (preferred but not required) Professional License/Certification required (65,6, or 7) 6 years of related industry experience; retirement plans and investment vehicles Desired Qualifications/Skills: Demonstrated project management experience Relationship building and interpersonal communication skills Strong attention to detail 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? Remote or In-Office Potential 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. #mid-senior This position will remain open until filled.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Senior Financial Counselor will provide financial planning and education to retirement plan participants and manage specific client projects. They will also work directly with clients and Financial Advisors to manage advice projects.