Wealth Planner

Captrust • Greensboro, NC

2d • Onsite

About The Position

CAPTRUST is seeking a Wealth Planner to deliver high-level customer service to clients. The role has expanding responsibilities within a rapidly growing firm; its internal title is Specialist | Financial Planning. The position is based at 628 Green Valley Rd #206, Greensboro, NC 27408, and is not remote or work from home. The position will remain open until filled.

The successful candidate will help provide a high standard of client service, collaborate with senior advisors and internal research and trading teams, and support financial planning projects, meetings, reviews, and portfolio-related actions.

Requirements

• At least 5 years of relevant experience.
• Strong proficiency with Microsoft Excel.
• Completion of a four-year college degree or equivalent experience.
• Ability to review, research, interpret, and discuss investment, financial, macroeconomic, and security-specific data with senior advisors and clients.
• Excellent communication and presentation skills, including the ability to communicate with a financially sophisticated audience.
• Prioritization and multitasking skills, including the ability to manage numerous time-sensitive tasks simultaneously.

Nice To Haves

• CFP® certification is preferred; candidates actively working toward CFP® certification will also be considered.

Responsibilities

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, and action items related to client service, client meetings, and client reviews.
• Coordinate client meetings and calls to collect information for financial planning projects and enter that information into financial planning software.
• Prepare for client meetings, independently or with senior advisors, by drawing on centralized resources and expertise to provide investment performance information, market updates, economic forecasts, and other topical information to clients.
• Implement changes, adjustments, portfolio rebalances, recommendations, and transitions for client portfolios in coordination with CAPTRUST’s research and trading teams.

Benefits

• Company discretionary bonus.
• Health, dental, and vision coverage.
• Employer 401(k) plan and company match.
• Health savings accounts and flexible spending accounts.
• Voluntary supplemental plans, subject to plan terms.
• Company-paid life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL).
• Fully stocked break room and employee events.
• Opportunities for personal growth.

What This Job Offers

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