Senior Associate Financial Planner

Overview

CAPTRUST is growing, and we are seeking a Financial Planner to join our team. The Financial Planner will work closely with experienced Financial Planners and Financial Advisors to improve productivity and the quality of services provided to clients, and must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities may include the following, amongst others:

Responsibilities

• Coordinate client meetings, including scheduling, collecting client information, and inputting that information into financial planning software and other pertinent systems
• Attend investment and wealth management client review meetings
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise
• Explain and implement relevant financial planning strategies, investment strategies, and other topical information to clients
• Maintain detailed documentation of client meetings and tasks, and proactively identify and coordinate any action needed with the team
• Assist with new client proposals, and prepare information to support conversations with prospective clients
• Input client data into financial planning software and analyze that data to identify planning strategies applicable to the client’s situation
• Work directly with Financial Advisors to develop and implement wealth planning strategies for clients
• Perform ad hoc wealth planning topic research for Financial Advisors

Qualifications

• 3 years of relevant experience
• Bachelor’s degree from an accredited college or university preferably in a Finance Related field with an emphasis on financial planning

Desired Qualifications/Skills:

• Certified Financial Planner® designation or ability and desire to obtain
• Expert skill level in Microsoft Excel and Word
• Ability to quickly learn new computer programs and processes
• High level of organization and attention to detail
• Ability to prioritize tasks and to manage multiple reporting relationships
• Strong communication skills
• Outstanding client service skills
• Team player, collaborative, able to work with others
• Experience with Microsoft Dynamics CRM software a plus
• Experience with project management or process improvement 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 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
• Salary range: $70,000 - $85,000 with experience & credentials

WHERE will you be working?

333 S. 7th St. #2900 | Minneapolis, MN 55402

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 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

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. #associate

Salary : $70,000 - $85,000