Financial Planner

CAPTRUST
Lake Success, New York

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.  We are building a world class organization “one brick at a time. “

Position Overview:

CAPTRUST seeks a dynamic Financial Planner 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. This opportunity is for our Lake Success, NY office.

Job Responsibilities:

  • Broadly support one or more Financial Advisors as part of a team in delivering top quality advice and service to clients
  • Collect and organize information for financial planning projects and input information into financial planning software
  • Prepare for client meetings (solo or with senior advisors) by coordinating centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
  • Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams

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
  • Has 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
  • Possess a strong desire to give back to our communities and enrich the lives of those around us
  • Emulates an other’s centered mindset
  • Applies integrity through maintaining objectivity

Desired Qualifications/Skills:

  • CFP preferred
  • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
  • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
  • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

Perks and Other Benefits:

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

+ Many more…

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 provide 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.