Financial Planner

CAPTRUST

. Serve as the primary point of contact for clients .

Posted 10/10/2026full-timeAlexandria • Virginia • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client financial planning, investment communication, and regulatory compliance while maintaining strong client relationships and delivering exceptional customer service. Proficient in managing multiple tasks and effectively communicating complex financial information to diverse audiences.

Highest-signal resume keywords

Certified Financial Planner (CFP®)Client Financial PlanningMicrosoft Office ProficiencyRegulatory ComplianceExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Financial PlanningInvestment Data AnalysisFinancial ResearchDatabase ManagementTask Delegation

Soft Skills

Excellent CommunicationPrioritizationMultitaskingTeam CollaborationIntegrity

Tools & Technologies

Microsoft Office ProductsStandard Office Equipment

Certifications & Qualifications

Certified Financial Planner (CFP®)

Industry Keywords

Client ServiceAUM GrowthCOI RelationshipsFinancial ComplianceMacroeconomic Data

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

6+ 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
Ability to review, research, interpret, and discuss investment, financial, macroeconomic, and security-specific data
Excellent communication and presentation skills
Ability to communicate information to a financially sophisticated audience
Prioritization and multitasking skills
Ability to manage many time-sensitive tasks simultaneously
Ability to delegate tasks and projects and follow up appropriately
Ability to work in a team environment
Commitment to service and continuous improvement
Ability to build successful, collaborative, and trusting relationships
Ability to create accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
Strong sense of urgency about completing work and solving problems
Integrity through maintaining objectivity

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid life insurance
Company-paid short-term disability
Company-paid long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)
Fully stocked break room
Fun employee events
Opportunities for personal growth
Hybrid work flexibility may be available