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CAPTRUST
CAPTRUST
1001 – 5000 Zaposleni
PravoSvetovanjeZdravstveno varstvo
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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Delovna mesta v podjetju

Financial Planner – CAPTRUST, Alexandria (Hybrid)

Guide CAPTRUST clients through financial planning, portfolio advice, and regular review meetings. Prepare and update plans, address financial questions, and build lasting client relationships.

USZdružene države AmerikeVAVirginijaHibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza

Opis

  • Act as clients’ primary point of contact
  • Prepare, present, and update financial plans
  • Lead client review meetings
  • Explain CAPTRUST’s investment philosophy
  • Manage intermediate to advanced client service matters
  • Research and resolve clients’ financial concerns
  • Answer questions and deliver strong customer service
  • Identify opportunities to increase assets under management among current clients
  • Seek referrals from existing clients
  • Keep calendars current with appointments, tasks, and internal meetings
  • Track developments in current events, financial markets, and the economy
  • Build relationships with centers of influence and other professionals
  • Follow applicable regulatory requirements
  • Create and maintain files, databases, records, and other documentation
  • Use standard office equipment and required software
  • Attend assigned client events, including those held outside office hours

Zahteve

  • At least six years of relevant industry experience
  • Certified Financial Planner (CFP®) designation
  • Strong working knowledge of Microsoft Office applications
  • Four-year college degree in business, preferably focused on finance or accounting
  • Ability to assess, research, interpret, and discuss investment, financial, macroeconomic, and security-specific data
  • Excellent communication and presentation abilities
  • Ability to communicate with financially sophisticated audiences
  • Strong prioritization and multitasking abilities
  • Ability to manage multiple time-sensitive tasks at once
  • Ability to delegate work and projects and follow up effectively
  • Ability to work collaboratively as part of a team
  • Commitment to high service standards and continuous improvement
  • Ability to build productive, collaborative, and trusting relationships
  • Ability to convey complex information clearly and accurately in concise, respectful verbal and written communications
  • Strong urgency in completing work and resolving problems
  • Integrity and objectivity

Ugodnosti

  • Discretionary company bonus
  • Medical, dental, and vision coverage
  • Employer-sponsored 401(k) plan with company match
  • 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 events
  • Personal growth opportunities
  • Hybrid work flexibility may be available

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