Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items ... of client portfolios with CAPTRUST's research and trading teams Qualifications Minimum ...
60 Captrust Senior Portfolio Manager Jobs Hiring Near You
Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items ... of client portfolios with CAPTRUST's research and trading teams Qualifications Minimum ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP ® designation strongly ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP ® designation strongly ...
Execute against CAPTRUST's strategic communications plan in partnership with the Communications Senior Manager * Pitch and secure placements across top-tier, trade, broadcast, and local media * Vet ...
Execute against CAPTRUST's strategic communications plan in partnership with the Communications Senior Manager * Pitch and secure placements across top-tier, trade, broadcast, and local media * Vet ...
Wealth Relationship Manager Associate
San Antonio, TX · On-site
$36K - $45K/yr
... portfolios with CAPTRUST's research and trading teams * Serve as a liaison for the team with other ... Senior Advisors and clients * Excellent communication and presentation skills, ability to ...
Wealth Relationship Manager Associate
San Antonio, TX · On-site
$36K - $45K/yr
... portfolios with CAPTRUST's research and trading teams * Serve as a liaison for the team with other ... Senior Advisors and clients * Excellent communication and presentation skills, ability to ...
Senior Compliance Manager
Charlotte, NC · On-site
CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer supervisory ...
Senior Compliance Manager
Charlotte, NC · On-site
CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer supervisory ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Partner with Sr. Advisors to develop suitable portfolio recommendations for clients * Performs ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
Partner with Sr. Advisors to develop suitable portfolio recommendations for clients * Performs ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Wealth Client Management Consultant CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth ...
Senior Wealth Client Management Consultant CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... Strong communication and relationship management skills, with the ability to translate complex ...
Senior Wealth Financial Planner
Boston, MA · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... Strong communication and relationship management skills, with the ability to translate complex ...
Wealth Relationship Manager
Allentown, PA · On-site
CAPTRUST is seeking a Wealth Relationship Manager to help build and be part of a very successful ... Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor ...
Wealth Relationship Manager
Allentown, PA · On-site
CAPTRUST is seeking a Wealth Relationship Manager to help build and be part of a very successful ... Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ...
Senior Wealth Client Management Associate
Boston, MA · On-site
$80K - $90K/yr
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to ...
Senior Wealth Client Management Associate
Boston, MA · On-site
$80K - $90K/yr
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Manage/complete meeting notes, high-level projects and action items post client meeting * Compile ...
Senior Financial Advisor
Allentown, PA · On-site
CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and ... Manage/complete meeting notes, high-level projects and action items post client meeting * Compile ...
Senior Wealth Client Management Associate
Newton, MA · On-site
$80K - $90K/yr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
Senior Wealth Client Management Associate
Newton, MA · On-site
$80K - $90K/yr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
Senior Wealth Client Management Associate
Minneapolis, MN · On-site
$55K - $65K/yr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
Senior Wealth Client Management Associate
Minneapolis, MN · On-site
$55K - $65K/yr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...
Wealth Relationship Manager
Allentown, PA · On-site
CAPTRUST is seeking a Wealth Relationship Manager to help build and be part of a very successful ... Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor ...
Wealth Relationship Manager
Allentown, PA · On-site
CAPTRUST is seeking a Wealth Relationship Manager to help build and be part of a very successful ... Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor ...
Wealth Relationship Manager Associate
Phoenix, AZ · On-site
$36K - $45K/yr
Partner with Sr. Advisors to develop suitable portfolio recommendations for clients * Performs ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
Wealth Relationship Manager Associate
Phoenix, AZ · On-site
$36K - $45K/yr
Partner with Sr. Advisors to develop suitable portfolio recommendations for clients * Performs ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...
Senior Compliance Manager
Charlotte, NC · On-site
CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer supervisory ...
Senior Compliance Manager
Charlotte, NC · On-site
CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer supervisory ...
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 17 days ago
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