CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to ... manage many time-sensitive tasks simultaneously WHAT can you expect from your career at CAPTRUST?
60 Captrust Financial Planning Manager Jobs Hiring Near You
CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to ... manage many time-sensitive tasks simultaneously WHAT can you expect from your career at CAPTRUST?
CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to ... manage many time-sensitive tasks simultaneously WHAT can you expect from your career at CAPTRUST?
CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to ... manage many time-sensitive tasks simultaneously WHAT can you expect from your career at CAPTRUST?
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Wealth Financial Planner
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
New
Senior Wealth Financial Planner
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
New
Wealth Planning Senior Associate
$75K - $125K/yr
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... Experience at a wealth management or financial planning advisory firm * Strong communication skills ...
Wealth Planning Senior Associate
$75K - $125K/yr
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... Experience at a wealth management or financial planning advisory firm * Strong communication skills ...
Wealth Planning Senior Associate
Raleigh, NC · On-site
$75K - $125K/yr
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... Experience at a wealth management or financial planning advisory firm * Strong communication skills ...
Wealth Planning Senior Associate
Raleigh, NC · On-site
$75K - $125K/yr
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... Experience at a wealth management or financial planning advisory firm * Strong communication skills ...
Senior Financial Planner
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Financial Planner
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Wealth Financial Advisor
Phoenix, AZ · On-site
CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...
Wealth Financial Advisor
Phoenix, AZ · On-site
CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very ... You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very ... You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very ... You'll provide comprehensive financial planning, investment management solutions, and risk ...
CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very ... You'll provide comprehensive financial planning, investment management solutions, and risk ...
Senior Financial Advisor
New Hyde Park, NY · On-site
$175K - $225K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Financial Advisor
New Hyde Park, NY · On-site
$175K - $225K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Wealth Relationship Manager
Leawood, KS · On-site
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
Wealth Relationship Manager
Leawood, KS · On-site
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
Senior Financial Advisor
$175K - $225K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
Senior Financial Advisor
$175K - $225K/yr
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... Tax planning * Estate and legacy planning * Risk management * Cash flow and wealth transfer ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the ... Responsible for collecting information for financial planning projects and entering information ...
The Financial Advisor Relationship Manager will also handle intermediate to advanced client service ... planning opportunities * Serve as a liaison for the team with other CAPTRUST departments and ...
The Financial Advisor Relationship Manager will also handle intermediate to advanced client service ... planning opportunities * Serve as a liaison for the team with other CAPTRUST departments and ...
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.
CAPTRUST Jobs Information
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Job description
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
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?
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-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.
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. #mid-senior
This position will remain open until filled.
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 experience
- CFP® 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-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
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. #mid-senior
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