Financial Planning Specialist

OverviewWHO are we looking for? CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm:ResponsibilitiesManage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviewsCoordinate client meetings and calls to collect information for financial planning projects and input information into financial planning softwarePrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clientsImplement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teamsQualificationsMinimum Qualifications:5+ years of relevant experienceCFP preferred; candidates actively working toward CFP certification will also be consideredStrong proficiency utilizing Microsoft ExcelCompletion of a four-year college degreeDesired Qualifications/Skills:Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clientsExcellent communication and presentation skills, ability to communicate information to a financially sophisticated audiencePrioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneouslyWHAT 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: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?628 Green Valley Rd #206 | Greensboro, NC 27408Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetEEO/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. #mid-seniorThis position will remain open until filled.Job SummaryID: 2026-2398Area of Interest: Financial PlanningPosition Type: Full-TimePosted Date: 2 weeks ago(7/16/2026 10:56 AM)Location : Location: US-NC-Greensboro# of Total Openings: 1Workplace Type: On-Site