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Financial Planner Jobs

Company

CAPTRUST
Address , New Hyde Park, 11042, Ny
Employment type FULL_TIME
Salary
Expires 2023-07-27
Posted at 11 months ago
Job Description
Overview:
WHO are we looking for?

CAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients. He or she must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities include, but are not limited to:
Responsibilities:
  • Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
  • Collect and organize information for financial planning projects; input information into our firm’s financial planning software; create financial plans for clients
  • Prepare for client meetings (independently or with senior advisors) by coordinating centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
  • Broadly support Financial Advisors as part of a team in delivering top quality advice and service to clients
Qualifications:
Minimum Qualifications:
  • Proficiency in Microsoft Office (Word, Excel, Outlook, and Power Point)
  • Bachelor’s degree in related field
  • 3+ years of experience at a wealth management or financial planning advisory firm

Desired Qualifications/Skills:
  • Strong communication skills, both written and verbal
  • Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
  • Strong interpersonal skills, includes being polished, courteous, professional, and patient
  • Possession of or desire to pursue CFP® Designation
  • Ability to review, research, interpret, and discuss investment, financial, and security specific data with Senior Advisors and clients
  • Knowledge of or exposure to eMoney or similar financial planning software

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. Some benefits include:
  • Comprehensive health coverage + Virgin Pulse wellness platform
  • Employee ownership opportunities
  • Brick Bonus success sharing program
  • 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

3 Dakota Dr. #310 | Lake Success, NY 11042; there is an opportunity for flexibility and to work from home at certain times.

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
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • 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
  • Integrity through maintaining objectivity
  • An other-centered mindset

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and an 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