Wealth Financial Consultant
CAPTRUST
full-time
Posted on:
Location Type: Hybrid
Location: Alexandria • Virginia • United States
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About the role
- 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
Requirements
- 8+ years of applicable industry experience
- Certified Financial Planner (CFP®) designation
- Strong proficiency utilizing Microsoft Office products
- Four-year college degree in business, preferably with an emphasis in Finance or Accounting
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 & Tools
financial planningregulatory complianceclient relationship managementfinancial issue resolutiondata managementcalendar managementmarket analysiscustomer service
Soft Skills
communicationinterpersonal skillsorganizational skillsproblem-solvingrelationship building
Certifications
Certified Financial Planner (CFP®)