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Junior Wealth Management Planner

2 months ago

Sacramento, California, United States CAPTRUST Full time

Position Overview:

Who Are We Seeking?

CAPTRUST is in search of a Financial Planner who will collaborate closely with seasoned Financial Planners and Advisors to enhance productivity and elevate the quality of services offered to clients. The ideal candidate will embody our values of integrity, teamwork, and prioritizing client interests.

Key Responsibilities:

  • Develop, organize, and execute financial plans, reports, presentations, and other documentation pertinent to client services and meetings; ensure timely delivery of results to clients or brief senior advisors for client delivery.
  • Gather and input data for financial planning initiatives using eMoney software; provide insights to senior advisors based on planning outcomes.
  • Act as a liaison between the team and other departments within CAPTRUST, fostering effective communication and a professional working environment.
  • Prepare for client meetings by compiling essential resources and insights to present investment performance, market trends, and economic forecasts; document meeting notes for future reference.
  • Implement portfolio adjustments, including rebalancing and transitions, in collaboration with CAPTRUST's research and trading teams.

Qualifications:

Minimum Requirements:

  • Bachelor's degree from an accredited institution, preferably in a finance-related discipline.

Preferred Skills:

  • Proficient in Microsoft Excel and Word.
  • Quick learner of new software and processes.
  • Exceptional organizational skills and attention to detail.
  • Adept at prioritizing tasks and managing multiple reporting relationships.
  • Strong verbal and written communication abilities.
  • Excellent client service skills and a collaborative team player.
  • Familiarity with CRM software is advantageous.

What to Expect from Your Career at CAPTRUST:

Our employees, much like our clients, tend to remain with CAPTRUST for extended periods. This is due to our exceptional workplace culture that fosters growth and collaboration. Expect a supportive environment with opportunities for personal and professional development.

Employee Benefits:

  • Opportunities for employee ownership.
  • Participation in the Brick Bonus success-sharing program.
  • Comprehensive health benefits and wellness initiatives.
  • 401(k) plan with a 5% employer match and financial planning assistance for employees.

Building a World-Class Organization:

At CAPTRUST, we prioritize hiring individuals who are dedicated to service, genuinely interested in others, and committed to continuous improvement. The quality of our team is what sets us apart.

EEO/Diversity Statement:

CAPTRUST is dedicated to creating and maintaining a diverse workforce and an inclusive workplace where all employees feel valued and supported. We provide equal employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status, citizenship status, military and veteran status, disability, or any other status protected by law.