OverviewWHO are we looking for?A dynamic, energetic
Financial Advisor Relationship Management - Planner who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
ResponsibilitiesClient 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 Responsibilities:- 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 Responsibilities:- 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
QualificationsMinimum Qualifications:
- Bachelor's degree or higher
- CFP® designation or successful completion of the CFP exam preferred but not required
- 3+ years of relevant work experience required.
Desired Qualifications/Skills:
- Passionate interest in working as part of a team to serve clients' full range of financial planning needs
- " Team Player" mindset and willingness to do whatever is needed, big or small
- Enjoy direct and personal interactions with clients
- Interest in staying in this role for a minimum of three years
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with Financial Planning Software (eMoney preferred)
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
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.
- 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)
- Compensation range (depending on location and experience): $100k-$120k
WHERE will you be working?3 Dakota Drive, Suite 310 Lake Success, NY 11042
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
