CAPTRUST

Financial Planning and Analysis

• Serve as the primary point of contact for clients
• Prepare, present, and update client financial plans
• Lead client review meetings
• Communicate CAPTRUST’s investment philosophy
• Handle intermediate to advanced client service tasks
• Research and resolve client financial issues
• Provide excellent customer service and answer questions
• Gather additional AUM from existing clients
• Obtain referrals from the existing client base
• Maintain an up-to-date calendar of appointments, tasks, and internal meetings
• Stay current on events, markets, and the economy
• Develop COI relationships with other professionals
• Ensure regulatory compliance
• Establish, maintain, and update files, databases, records, and other documents
• Operate standard office equipment and required software applications
• Attend assigned client functions, including events after office hours

Explore Financial Planner at CAPTRUST. Review requirements and application details.