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Financial Planner

Greensboro, North Carolina
$80,000+ plus benefits
Closing date
Jul 11, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Details

WHO are we looking for? 

CAPTRUST is seeking a 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. Primary responsibilities may include the following, among others: This position does not require sales and compensation is not commission based.

Job Responsibilities: 

  • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews
  • Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software
  • Prepare for client meetings (solo or with senior advisors) by seeking 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

Minimum Qualifications:

  • 5+ years of relevant experience
  • Strong proficiency utilizing Microsoft Excel
  • Four-year college degree
  • CFP or required to successfully pass and obtain the Certified Financial Planner (CFP) designation within 24 months of hire date

Desired Qualifications/Skills:

  • 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

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 place 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: 

  • Employee ownership opportunities
  • Brick Bonus success sharing program
  • Comprehensive health coverage + Virgin Pulse wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

628 Green Valley Rd #206 | Greensboro, NC 27408

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

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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:  

  • 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
  • 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
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity 

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 providing 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.


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. “

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