60 Captrust Financial Planning Manager Jobs Hiring Near You

WHO are we looking for?

CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations.  Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager.  This individual would also spend time speaking at events for prospects.

This is the ideal role for a CFP® professional who is comfortable with new client onboarding/acquisition but does not want to have to market or find leads.  The firm has a healthy lead flow through its multi-faceted marketing efforts.  The Wealth Advisor is responsible for the initial financial planning and onboarding of clients but does not have to do any ongoing service work.  The Wealth Advisor’s ultimate objective is to help grow the firm by extending that extraordinary service to prospective clients.  Primary responsibilities may include the following, among others:

Responsibilities:

• Educate prospective clients on the benefits of working with CAPTRUST.
• Develop and maintain relationships with prospective clients and centers of influence.
• Learn and execute CAPTRUST’s financial planning process with qualified prospects, providing sound recommendations to clients in support of their values, goals, and investment objectives.
• Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for HNW clients.
• Work closely with the Wealth Management Team to ensure a seamless and professional hand-off.
• Speak at educational seminars (content provided) and answer attendee questions following the seminars.
• Manage calendar diligently to ensure availability for prospect meetings and schedule own meetings as necessary.

Minimum Qualifications:

• 5+ years of related industry experience; wealth management, financial planning and investment vehicles, and business development
• Certified Financial Planner Designation
• Professional License/Certification required (65,6,7) or willing to obtain

Desired Qualifications/Skills:

• Knowledge of or exposure to Right Capital, eMoney or similar financial planning software
• Strong communication skills, both written and verbal
• Strong interpersonal skills, including being polished, courteous, professional, and patient
• Excellent organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
   

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 as one unified practice. Advisors are motivated to help their colleagues and are committed to high standards. 

Our Employee Benefits Package shows how much we value our team. Some benefits include: 

• Employee ownership opportunities
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
   

WHERE will you be working?

330 John Carlyle St Ste 400 | Alexandria, VA 22314

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. 

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.  #mid-senior

This position will remain open until filled.