WHO are we looking for?

CAPTRUST is seeking a Financial Counselor who will provide guidance, education, and fiduciary level financial advice to institutional plan participants via the phone. As part of our normal conversation when speaking with plan participants, you will ask questions to better understand their needs and retirement goals. Your conversation allows you to then advise those individuals holistically as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocation recommendations based upon CAPTRUST investment strategies to help them achieve their retirement goals. Wellness conversations typically relate to budgeting, cash management, credit and debt concerns so you will be integral in helping them with best practices, resources, and steps to accomplish their stated goals and delivered, in a positive manner, to encourage follow-through and success.

We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk. Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work desk team, you are making a difference in people’s lives as you provide advice and wellness conversations, not transactions.

• Provide financial planning and wellness conversations with plan participants via phone
• Track participant activity in our CRM system
• Manage specific department tasks such as reporting, ongoing communications, presentation development, and online scheduling tools
• May conduct educational webinars for retirement clients and plan participants
• May act as a reservist if an onsite meeting needs to be covered
• Perform independently and exercise good judgement, with routine supervision

Minimum Qualifications:

• 4-year college degree (preferred but not required)
• Professional License/Certification required (65,6, or 7)
• 2 years of related industry experience; retirement plans and investment vehicles

Desired Qualifications/Skills:

• Proficient computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation
• Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses)
• Strong communications skills and interpersonal skills; including being polished, courteous, professional, and patient
• Detail oriented; ability to demonstrate good judgement and critical thinking

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 + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

13961 S Minuteman Dr #300 | Draper, UT 84020

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