Financial Planner

Captrust • Brentwood, TN

1d • Onsite

About The Position

CAPTRUST is seeking a dynamic Financial Planner who will deliver high-level service to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our Brentwood, TN, office

Requirements

• Bachelor’s degree in related field required or equivalent experience
• 3-5 years of relevant experience
• Strong attention to detail

Nice To Haves

• Pursuit of CPA or CFP
• Strong proficiency utilizing Microsoft Excel
• 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

Responsibilities

• Attend weekly team meetings and prioritize putting into practice a cohesive and efficient way of getting team tasks completed.
• Run reports for teams in the office and manage the report pipeline.
• Maintain and clean reports as they come through the CRM.
• Run or review weekly reports for clients on potential cash investments.
• Maintain updated client tax information within the SharePoint folder; assist with ongoing maintenance including gathering and uploading documents to SharePoint record.
• Work within CAPCONNECT to clean and audit contact information, maintain clients needing review list, insurance policy information, and track important dates.
• Monitor calendar-driven deadlines, including required minimum distributions, IRA contributions, 401k contributions, 529 contributions, etc.
• Assist team in transitioning client accounts to centralized trading.
• Serve as second chair FARM in meetings, where capacity dictates. Primarily listening, notetaking, and presenting some of information when ready.
• Assist with meeting preparation and meeting-follow-up with clients.
• Perform other duties and special projects as required, including firm-wide initiatives.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level