CAPTRUST

Financial Planning and Analysis

• Prepare client financial plans
• Hold client review meetings
• Research and resolve client financial issues
• Provide excellent customer service and assist with answering questions.
• Gather additional AUM from existing clients
• Obtain referrals from existing client base
• Maintain up to date calendar to include appointments, tasks and internal meetings
• Stay up to date on current events, the market and the economy
• Develop COI relations with other professionals
• Ensure regulatory compliance is followed.
• Establish, maintain and update files, databases, records and/or other documents.
• Operate standard office equipment and use the required software applications.
• Attend Client functions, as assigned, which may be after office hours

Wealth Financial Consultant

• Conduct comprehensive discovery meetings with client key stakeholders
• Lead the ideation process and craft a detailed Action Plan
• Coordinate with internal and external parties to finalize the Action Plan
• Serve as the primary point of contact post-launch
• Work closely with the client to determine data availability
• Educate clients on the value and impact of a holistic financial wellness program

Financial Wellness Consultant

Business Development Rep

• Develop Client Relationships: Work directly within custodial distribution channels in their branches to develop relationships and business flows.
• Build Networks: Develop relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities.
• Travel: Travel is generally limited to Los Angeles and surrounding areas.

Business Development Financial Advisor

Events

• Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
• Build project plans and run‑of‑show timelines; define milestones, owners, and proactively escalate potential roadblocks
• Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
• Set and track budgets; reconcile final actuals against budget; report cost per registrant/attendee
• Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
• Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
• Coordinate speaker briefings, agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage.
• Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with) marketing team
• Maintain detailed event records; deliver insights and recommendations to improve program effectiveness and ROI
• Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
• Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution.

Wealth Financial Consultant

Financial Wellness Consultant

Business Development Financial Advisor

Marketing Events Coordinator