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CAPTRUST
CAPTRUST
1.001 – 5.000 Angajați
Asistență medicalăConsultanțăJuridic
CAPTRUST este o firmă de consultanță financiară care ajută persoanele să planifice decizii financiare importante, de la economisire și investiții până la pregătirea pentru pensionare. Echipa sa de consilieri financiari oferă îndrumare adaptată circumstanțelor clienților și nevoilor acestora, care se schimbă în timp. Firma pune accent pe integritate și servicii atente pentru a-i ajuta pe clienți să ia decizii informate în diferite etape ale vieții.
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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.

USStatele Unite ale AmericiiVAVirginiaHibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăPlanificare și analiză financiară

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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