Provide support for comprehensive financial planning clients by gathering and entering client data ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
60 Captrust Financial Planning Associate Jobs Hiring Near You
Provide support for comprehensive financial planning clients by gathering and entering client data ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
CAPTRUST is seeking a dynamic and client-focused Senior Relationship Management Associate to serve ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Senior Relationship Management Associate to serve ... Responsible for collecting information for financial planning projects and entering information ...
Responsible for collecting information for financial planning projects and entering information ... Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such ...
Responsible for collecting information for financial planning projects and entering information ... Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such ...
Fall Wealth Management Intern
Sacramento, CA · On-site
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... This position will be trained in different aspects of financial planning and wealth management.
Fall Wealth Management Intern
Sacramento, CA · On-site
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... This position will be trained in different aspects of financial planning and wealth management.
Fall Wealth Management Intern
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... This position will be trained in different aspects of financial planning and wealth management.
Fall Wealth Management Intern
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... This position will be trained in different aspects of financial planning and wealth management.
Wealth Relationship Manager Associate
$36K - $45K/yr
Responsible for collecting information for financial planning projects and entering information ... Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such ...
Wealth Relationship Manager Associate
$36K - $45K/yr
Responsible for collecting information for financial planning projects and entering information ... Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such ...
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
... CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Wealth ...
... CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Wealth ...
Fall Wealth Management Intern
Sacramento, CA · On-site
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... Financial Planning/Para-planner activities (+/-75%) * Attend client meetings in a support role ...
Fall Wealth Management Intern
Sacramento, CA · On-site
$17 - $24/hr
CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will ... Financial Planning/Para-planner activities (+/-75%) * Attend client meetings in a support role ...
Wealth Relationship Manager
Leawood, KS · On-site
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
Wealth Relationship Manager
Leawood, KS · On-site
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
Wealth Relationship Manager
Leawood, KS · On-site
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
Wealth Relationship Manager
Leawood, KS · On-site
... financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning ...
... CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Wealth ...
... CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Wealth ...
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or ...
Wealth Management Intern
Phoenix, AZ · On-site
$13.75 - $18.25/hr
This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
Wealth Management Intern
Phoenix, AZ · On-site
$13.75 - $18.25/hr
This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
Wealth Management Intern
Phoenix, AZ · On-site
$13.75 - $18.25/hr
This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
Wealth Management Intern
Phoenix, AZ · On-site
$13.75 - $18.25/hr
This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
Wealth Management Intern
Phoenix, AZ · On-site
$15 - $19.75/hr
This role will be supervised by an experienced Senior Client Associate.CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
Wealth Management Intern
Phoenix, AZ · On-site
$15 - $19.75/hr
This role will be supervised by an experienced Senior Client Associate.CAPTRUST interns must ... Finance, Economics, Financial Planning or Taxation preferred) * Significant interest in the ...
CAPTRUST Jobs Information
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 12 days ago
Job description
Overview
WHO are we looking for?
A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. Within our team structure, the Associate's primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals, participate in client meetings, and complete follow-up work. Primary responsibilities may include the following:
Responsibilities
Qualifications
Minimum Qualifications:
Desired Qualifications/Skills:
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:
WHERE will you be working?
2375 East Camelback Road #700 | Phoenix, AZ 85016
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:
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.#associate
This position will remain open until filled.
WHO are we looking for?
A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. Within our team structure, the Associate's primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals, participate in client meetings, and complete follow-up work. Primary responsibilities may include the following:
Responsibilities
- Build relationships with clients, advisors, planning and investment solutions teams
- Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
- Prepare documentation and materials required for client meetings, including customized reports to illustrate both simple to complex investment/planning issues
- Collaborate with our advisors and operations team to onboard new client relationships through correspondence, reports, new account paperwork, and advisory agreements
- Maintain clients and review performance/attribution in performance reporting software
- Attend client meetings and partner with Sr. Advisors to effectively communicate investment strategy and planning recommendations
- Provide support for comprehensive financial planning clients by gathering and entering client data to build out planning profiles, develop financial planning analysis, formulate planning goals, and bring forth solutions
- Partner with Sr. Advisors to develop suitable portfolio recommendations for clients
- Performs other duties and special projects as required, including firm-wide initiatives
Qualifications
Minimum Qualifications:
- Bachelor's degree in a related field (e.g., finance, accounting, tax), or 3+ years of experience at a wealth management or financial planning advisory firm
- Series 65 or required to sit for Series 65 within 90 days of hire date and obtain Series 65 within the first year of employment
- Proficiency in Word, Excel, PowerPoint, and Outlook
Desired Qualifications/Skills:
- Relevant exposure to CRM and financial services software
- Strong work ethic, professional demeanor, and client service focus
- Good organizational skills (e.g., multi-tasking and adapting priorities to meet deadlines)
- Excellent verbal and written communication skills
- Knowledge of or exposure to eMoney or similar financial planning software
- Possession of (or ability to obtain) FINRA Series 65
- CFA, CFP; CPA; or other applicable certification preferred
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?
2375 East Camelback Road #700 | Phoenix, AZ 85016
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.
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.
About CAPTRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Raleigh, NC, US
Year founded
1989