Senior Financial Counselor

Senior Financial Counselor

CAPTRUST is seeking a Senior Financial Counselor who will provide guidance, education, and fiduciary level financial advice to institutional plan participants via the phone. As part of our normal conversation when speaking with plan participants, you will ask questions to better understand their needs and retirement goals. Your conversation allows you to then advise those individuals holistically as to their plan options, provide retirement planning strategies, evaluate their risk tolerance, and make asset allocation recommendations based upon CAPTRUST investment strategies to help them achieve their retirement goals. Wellness conversations typically relate to budgeting, cash management, credit and debt concerns so you will be integral in helping them with best practices, resources, and steps to accomplish their stated goals and delivered, in a positive manner, to encourage follow-through and success.

We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk. Your conversations will be unique and will answer the participants' questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work desk team, you are making a difference in people's lives as you provide advice and wellness conversations, not transactions.

Responsibilities

• Provide financial planning and wellness conversations with plan participants via phone
• Track participant activity in our CRM system
• Manage specific department tasks such as reporting, ongoing communications, presentation development, and online scheduling tools
• May conduct educational webinars for retirement clients and plan participants
• May act as a reservist if an onsite meeting needs to be covered
• Perform independently and exercise good judgement, with routine supervision

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

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 :

Where will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

or

13961 South Minuteman Dr | Draper, UT 84020

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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 :

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.

It 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. #mid-senior

This position will remain open until filled.