WHO are we looking for?

CAPTRUST is seeking a Financial Advisor Retirement Counselor who will be responsible for building and managing a holistic wealth management practice that serves the ongoing and ever-changing needs of its clients. They will provide deep financial planning advice around life goals, investment management solutions and risk management. The Financial Advisor will work primarily with retirement plan participants, corporate executives, individual investors, families, and business owners to help them achieve their short and long-term goals. Primary responsibilities may include the following, among others:

• Provide financial planning and education to retirement plan participants and executives
• Conduct educational retirement and financial planning presentations to retirement plan participants through webinar and in-person sessions
• Coordinate and manage participant advice engagements within corporate clientele
• Identify, establish, develop, and manage new wealth client relationships
• Provide ongoing financial planning and investment management services
• Conduct regular, ongoing planning and portfolio reviews
• Develop relationships with referral sources, centers of influence, and external partners
• Limited to moderate travel required
• Develop new business to the firm in the form of new client relationships and by expanding existing client relationships to achieve annual goals

Minimum Qualifications:

• Professional License required (65,6,7)
• Certified Financial Planner CFP®, Charter Financial Consultant ChFC® or other advanced credentials required
• 4+ years of related industry experience; wealth management, financial planning, and investment vehicles
• Skilled and experienced in financial planning software including eMoney

Desired Qualifications/Skills:

• Strong communications skills including public speaking in group settings
• Strong interpersonal skills; including being polished, courteous, professional, and patient
• Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses)
• Strong computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation

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

WHERE will you be working?

600 Hamilton Street #900 | Allentown, PA 18101

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