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CAPTRUST
CAPTRUST
1,001 – 5,000 Employees
ConsultingHealthcareLegal
CAPTRUST is a financial advisory firm that helps individuals plan for major financial decisions, from saving and investing to preparing for retirement. Its team of financial advisors provides guidance tailored to clients’ circumstances and changing needs over time. The firm emphasizes integrity and attentive service in helping clients make informed choices across life stages.
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CAPTRUST Financial Planner (Hybrid, Virginia)

Create financial plans, lead client reviews, and provide investment guidance to CAPTRUST clients. Build trusted relationships while supporting clients’ portfolio and planning needs.

USUnited StatesVAVirginiaHybridFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Prepare tailored financial plans for clients.
  • Conduct client review meetings.
  • Investigate and resolve clients’ financial concerns.
  • Answer client questions and provide responsive service.
  • Identify opportunities to grow assets under management among existing clients.
  • Secure referrals from current clients.
  • Keep calendars current with appointments, tasks, and internal meetings.
  • Track developments in the news, markets, and economy.
  • Build relationships with centers of influence and other professionals.
  • Follow applicable regulatory requirements.
  • Create and update files, databases, records, and other documentation.
  • Use standard office equipment and required software.
  • Attend assigned client events, which may take place outside office hours.
  • Act as clients’ main point of contact.
  • Lead client reviews and present and update financial plans.
  • Explain CAPTRUST’s investment approach to clients.
  • Provide clients with a trusted FARM advisor experience.

Requirements

  • At least six years of relevant industry experience.
  • Certified Financial Planner (CFP®) designation.
  • Strong command of Microsoft Office applications.
  • Four-year degree in business, preferably with a focus in finance or accounting.
  • Ability to assess, research, interpret, and discuss investment, financial, macroeconomic, and security-specific data.
  • Strong verbal communication and presentation abilities.
  • Ability to explain information to a financially sophisticated audience.
  • Strong prioritization and multitasking abilities.
  • Ability to handle numerous time-sensitive tasks at once.
  • Ability to delegate work, follow up effectively, and contribute in a team setting.
  • Ability to develop productive, collaborative, and trusting relationships.
  • Ability to communicate complex information clearly and accurately in concise, respectful written and spoken form.
  • Demonstrated integrity and objectivity.

Benefits

  • Discretionary company bonus.
  • Medical, dental, and vision coverage.
  • Employer-sponsored 401(k) plan with company matching.
  • Health savings accounts.
  • Flexible spending accounts.
  • Voluntary supplemental plans, subject to plan terms.
  • Company-paid life insurance.
  • Company-paid short-term disability coverage.
  • Company-paid long-term disability coverage.
  • Paid time off (PTO) or paid sick leave (PSL).
  • Fully stocked break room.
  • Employee social events.
  • Opportunities for personal development.
  • Hybrid work flexibility may be available.

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