Associate Financial Planner

divh2Financial Planner/h2pCAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients. He or she must fit within our culture of integrity, teamwork, and putting clients interests first. Primary responsibilities include, but are not limited to:/pulliBroadly support Financial Advisors as part of a team in delivering top quality advice and service to clients/liliCollect and organize information for financial plans; input information into our firms financial planning software create financial plans for clients/liliPrepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients/liliImplement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUSTs research and trading teams/liliReview, analyze, and summarize clients estate planning documents, tax returns, insurance policies, and all other financial data and be able to identify errors and make recommendations for improvements/li/ulpMinimum Qualifications:/pulliBachelors degree in related field, and one to three years of experience at a wealth management or financial planning advisory firm/liliProficiency in Microsoft Office (Word, Excel, Outlook, and Power Point)/liliDesire and passion to be in a support role for at least three years./li/ulpDesired Qualifications/Skills:/pulliKnowledge of or exposure to eMoney or similar financial planning software/liliPossession of or desire to pursue CFP Designation/liliAbility to review, research, interpret, and discuss investment, financial, and security specific data with Senior Advisors and clients/liliProficiency and understanding of Trusts Estates and Tax Planning/liliStrong communication skills, both written and verbal/liliStrong interpersonal skills, includes being polished, courteous, professional, and patient/liliGood organizational skills such as multi-tasking, adapting priorities, and meeting deadlines/li/ulpWhat can you expect from your career at CAPTRUST?/ppOur colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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./ppOur Employee Benefits Package shows how much we value our team. Some benefits include:/pulliCompany discretionary bonus./liliHealth, 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./liliCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods./liliPaid time off (PTO) or Paid Sick Leave (PSL)/liliCompensation range (depending on location and experience): $80,000.00-$90,000.00/li/ulpWhere will you be working?/pp3 Dakota Dr #310 | Lake Success, NY 11042/ppDue to the nature of the role, this is not a remote or work from home position./ppHow do we build a world class organization one brick at a time?/ppWe 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./ppAre you the next brick?/ppTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:/pulliAbility to build successful, collaborative, and trusting relationships/liliInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information/liliA 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/liliInherent desire to give back to our communities and enrich the lives of those around us/liliAn other-centered mindset/liliIntegrity through maintaining objectivity/li/ulpEEO/Diversity Statement:/ppAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported./ppIt 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./ppThis position will remain open until filled./p/div