Financial Planning Specialist

Overview WHO are we looking for? CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm:

Responsibilities Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews

Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software

Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients

Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams

Qualifications

Minimum Qualifications:

5+ years of relevant experienceCFP preferred; candidates actively working toward CFP certification will also be considered

Strong proficiency utilizing Microsoft Excel Completion of a four-year college degree

Desired Qualifications/

Skills:

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 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?628 Green Valley Rd #206 | Greensboro, NC 27408

Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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 informationA 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 usAn other-centered mindset EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse…