What are the responsibilities and job description for the Associate | Relationship Management position at CAPTRUST?
Overview:
A dynamic, energetic Financial Planning Associate will assist Wealth Advisors in the creation of complex and comprehensive financial projections for clients and prospective clients. The ideal candidate for this role will possess outstanding critical thinking skills, be able to work independently, and anticipate needs from Wealth Advisors and respond accordingly. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients and prospects. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
Responsibilities:
Qualifications:
Desired Qualifications/Skills:
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
Employee ownership opportunities
WHERE will you be working?
9709 Lakeside Blvd., #450, The Woodlands, TX 77381
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.
WHO are we looking for?
A dynamic, energetic Financial Planning Associate will assist Wealth Advisors in the creation of complex and comprehensive financial projections for clients and prospective clients. The ideal candidate for this role will possess outstanding critical thinking skills, be able to work independently, and anticipate needs from Wealth Advisors and respond accordingly. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients and prospects. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
- Collect, organize, and synthesize personal and financial client information
- Construct financial and retirement projections using Money Guide Pro
- Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs
- Participate in client meetings and support Wealth Advisors in capturing client requests via meeting notes and delivering follow-up planning strategies
- Create deliverables for client engagements
- Coordinate planning recommendations and implementation with outside professionals
- Continuously monitor clients’ financial situations with detail and accuracy with CRM and other technology tools
- Be available to field ad-hoc planning questions from clients
- Conduct research projects on recent developments in the wealth management industry
Qualifications:
Minimum Qualifications:
- Ability to obtain financial services licensing (Series 65/66)
- Certified Financial Planner (CFP®) designation, CFP® track, or desire to obtain within 1-2 years post hire
- Strong proficiency utilizing Microsoft Office products
- Four-year college degree in business, preferably with an emphasis in Finance or Accounting
Desired Qualifications/Skills:
- Demonstrated passion for the Financial Planning profession
- Excels with organization and structure yet is a creative thinker
- Strong financial and analytical skills
- Strong persuasive and interpersonal skills
- Ability to identify, meet and follow through with client needs and requirements
- Must be a self-starter, problem solver and a goal-oriented team player
- Able to work independently
- Organized, with a strong attention to detail
- Able to perform multiple tasks efficiently
- Show confidence when dealing with clients and the Wealth Advisors
- Knowledge of Microsoft Office suite
- Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage Personify wellness platform
401(k) program with a 5% employer match financial planning for colleagues
WHERE will you be working?
9709 Lakeside Blvd., #450, The Woodlands, TX 77381
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- 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
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.
