Financial Planner

Responsibilities

• Attend weekly team meetings and prioritize putting into practice a cohesive and efficient way of getting team tasks completed.
• Run reports for teams in the office and manage the report pipeline. Maintain and clean reports as they come through the CRM.
• Run or review weekly reports for clients on potential cash investments.
• Maintain updated client tax information within the SharePoint folder; assist with ongoing maintenance including gathering and uploading documents to SharePoint record.
• Work within CAPCONNECT to clean and audit contact information, maintain clients needing review list, insurance policy information, and track important dates.
• Monitor calendar-driven deadlines, including required minimum distributions, IRA contributions, 401k contributions, 529 contributions, etc.
• Assist team in transitioning client accounts to centralized trading.
• Serve as second chair FARM in meetings, where capacity dictates. Primarily listening, note taking, and presenting some of information when ready.
• Assist with meeting preparation and meeting-follow-up with clients.
• Perform other duties and special projects as required, including firm-wide initiatives.

Minimum Qualifications:

• Bachelor’s degree in related field required or equivalent experience
• 3-5 years of relevant experience
• Strong attention to detail

Desired Qualifications/Skills

• Pursuit of CPA or CFP
• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with senior Advisors and clients
• Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place 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.

• 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)

5314 Maryland Way #300 | Brentwood, TN 37027

Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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

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.

#associate

This position will remain open until filled.