What are the responsibilities and job description for the Financial Planning Associate position at CAPTRUST?
WHO are we looking for?
An energetic Financial Planning Associate who will deliver high-level customer service to clients of the firm. The Financial Planning Associate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in Minnetonka, Minnesota.
Responsibilities
Minimum Qualifications:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which 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. Some benefits include:
10650 Red Circle Drive #303 | Minnetonka, MN 55343
Due to the nature of the role, this is not a remote or work from home position.
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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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:
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. #associate
An energetic Financial Planning Associate who will deliver high-level customer service to clients of the firm. The Financial Planning Associate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in Minnetonka, Minnesota.
Responsibilities
- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
- Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output
- Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
- Attend client meetings as requested by senior advisors
- Respond to incoming requests for additional information from clients and prospective clients
- Communicate to clients, changes in strategies, procedures, or other relevant information as appropriate
- Contribute as needed to the timely and accurate delivery of monthly investment recommendations to retirement plan advice participants
- Conduct tutorials for new retirement plan advice participants
- Ensure investment and service requests received from clients are handled according to established procedures or assigned effectively
- Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
- Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
Minimum Qualifications:
- Bachelor's degree required; major in Business Administration, Marketing or Finance preferred or equivalent years of experience
- Strong proficiency utilizing Microsoft Office products
- CFP, or CFP track preferred
- Experience with eMoney preferred
- Strong commitment to outstanding customer service
- Firm understanding of financial products and services, including investments such as ETF’s and various investment approaches
- Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
- Prioritization and organizational skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
- Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which 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. Some benefits include:
- Employee ownership opportunities
- Brick Bonus success sharing program
- Comprehensive health coverage Virgin Pulse wellness platform
- 401(k) program with a 5% employer match financial planning for colleagues
10650 Red Circle Drive #303 | Minnetonka, MN 55343
Due to the nature of the role, this is not a remote or work from home position.
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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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
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. #associate
