Financial Advisor | Financial Planning

Captrust • Charlotte, NC

72d • Onsite

About The Position

CAPTRUST is seeking a results-driven Financial Planner to provide exceptional service to our wealth advisory team. The successful candidate will join an established team, delivering independent advice and tailored solutions to clients.

Requirements

• 3-5 years of relevant financial services wealth management experience
• Bachelor’s degree
• 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
• Integrity through maintaining objectivity

Nice To Haves

• Certified Financial Planner (CFP) designation preferred
• Solid analytical and quantitative skills
• Ability to work independently and as part of a team
• Strong communication skills
• Ability to work under pressure of tight deadlines and to prioritize multiple tasks; excellent time-management skills
• Proficient in Microsoft Word, PowerPoint, and Excel
• Knowledge of eMoney and MoneyGuide Pro are a plus

Responsibilities

• Collect and organize the necessary data and input from Financial Advisors, Relationship Managers, Consultants and clients to develop a financial plan
• Collaborate with the Financial Advisors and their clients to determine the clients’ financial objectives, tax status, risk tolerance, insurance coverage or other information needed to develop a financial plan
• Work with clients’ CPAs, attorneys and other professional advisors as required
• Interact directly with Financial Advisors, Relationship Managers, Consultants and other team members to ensure the quality and timeliness of projects
• Prepare financial reports for meetings, which may include preparation of cash-flow analysis, education funding analysis, survivor needs analysis and other estate and non-estate planning related issues
• Present the Financial Plan to the Financial Advisors and clients, or both
• Update information in the CRM (CAPConnect)
• Develop new client proposals and/or meet with new or prospective clients to introduce the planning process
• Contribute to special projects as needed

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
• Number of Employees: 501-1,000 employees