WHO are we looking for?

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service.

Client Facing Responsibilities

• Prepare and propose items of discussion, financial planning issues, and recommendations for client review meetings
• Attend or lead client meetings with/without Senior Advisor as appropriate
• Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
• Maintain frequent communications with clients between meetings
• Assume relationship management responsibilities for existing clients
• Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing

Financial Planning

• Effectively use eMoney platform and/or other software tools to create and update financial projections
• Collaborate with advisor team to develop appropriate financial recommendations for clients
• Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.

Investment Management

• Effectively communicate our investment strategy and recommendations to clients
• Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
• Present with and without Senior Advisor, portfolio recommendations to clients
• Support advisor team with rebalancing/realignment of portfolios as needed

Professional Development

• Pursue additional qualifications which will continue to build upon the team’s collective expertise
• Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends

Minimum Qualifications:

• Bachelor’s degree in related field, and three or more years of experience at a wealth management or financial planning advisory firm
• Proficiency in Microsoft Office (Word, Excel, Outlook, and Power Point)
• 5+ years of relevant experience 

Desired Qualifications/Skills:

• Knowledge of or exposure to eMoney or similar financial planning software
• 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
• Proficiency and understanding of Trusts & Estates and Tax Planning
• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
• Salary range: $120,000 - $160,000 with experience & credentials

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. #Hybrid 

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 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.  #mid-senior