CAPTRUST

Financial Counselor II

CAPTRUST

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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

Requirements

  • 4-year college degree (preferred but not required)
  • Professional License/Certification required (65,6, or 7)
  • 6 years of related industry experience; retirement plans and investment vehicles
  • Demonstrated project management experience
  • Relationship building and interpersonal communication skills
  • Strong attention to detail
Benefits
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningproject managementreportingpresentation development
Soft skills
relationship buildinginterpersonal communicationattention to detail
Certifications
Professional LicenseCertification 65Certification 6Certification 7