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Financial Advisor

2 months ago

Chicago, United States CAPTRUST Full time
Overview

WHO are we looking for?

CAPTRUST is seeking a Financial Advisor to support our CAPTRUST At Work practice. The Financial Advisor will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocations recommendations based on CAPTRUST investment strategies. The Financial Advisor will work directly with Account Managers and Financial Advisors in managing advice projects.

Responsibilities

  • Provide financial planning and education to retirement plan participants in group or individual sessions
  • Manage and maintain various annual client projects
  • Manage specific department tasks such as reporting, ongoing communications, and presentation development
  • Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight
Qualifications

Minimum Qualifications:
  • Bilingual in Spanish
  • Professional License/Certification required (65,6, or 7)
  • 4 years of related industry experience; retirement plans and investment vehicles
  • 4-year college degree (preferred but not required)
Desired Qualifications/Skills:
  • Demonstrated project management experience
  • Relationship building and interpersonal communication skills
  • Strong attention to detail
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 + Virgin Pulse wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?

Chicago, IL Metro area

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. #mid-senior