WHO are we looking for?

A dynamic, energetic Financial Planning Associate will assist Wealth Advisors in the creation of complex and comprehensive financial projections for clients and prospective clients. The ideal candidate for this role will possess outstanding critical thinking skills, be able to work independently, and anticipate needs from Wealth Advisors and respond accordingly. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients and prospects.  A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. 

• Collect, organize, and synthesize personal and financial client information 
• Construct financial and retirement projections using Money Guide Pro 
• Assist Wealth Advisors in analysis of estate plans, retirement plans, tax planning, and insurance needs 
• Participate in client meetings and support Wealth Advisors in capturing client requests via meeting notes and delivering follow-up planning strategies 
• Create deliverables for client engagements 
• Coordinate planning recommendations and implementation with outside professionals 
• Continuously monitor clients’ financial situations with detail and accuracy with CRM and other technology tools 
• Be available to field ad-hoc planning questions from clients 
• Conduct research projects on recent developments in the wealth management industry 

• Must possess Certified Financial Planner (CFP®) designation or must obtain within 24 months from employment start date
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Desired Qualifications/Skills:

• Demonstrated passion for the Financial Planning profession 
• Excels with organization and structure yet is a creative thinker 
• Strong financial and analytical skills 
• Strong persuasive and interpersonal skills 
• Ability to identify, meet and follow through with client needs and requirements 
• Must be a self-starter, problem solver and a goal-oriented team player
• Able to work independently 
• Organized, with a strong attention to detail 
• Able to perform multiple tasks efficiently 
• Show confidence when dealing with clients and the Wealth Advisors 
• Knowledge of Microsoft Office suite 
• Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM 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 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:

• Company discretionary bonus 
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

9709 Lakeside Blvd., #450, The Woodlands, TX 77381

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 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 inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. 

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.

This position will remain open until filled.  #associate