Associate Financial Planner

Overview

WHO are we looking for?

CAPTRUST is seeking a 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

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:

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)

Compensation range (depending on location and experience): $60,000.00 - 70,000.00 annually

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. #entry