Financial Planner

CAPTRUST

. Prepare client financial plans .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, client relationship management, and regulatory compliance, while effectively communicating complex financial information to clients. Proficient in utilizing Microsoft Office products and maintaining organized records and databases.

Highest-signal resume keywords

Certified Financial Planner (CFP®)Client Relationship ManagementFinancial PlanningRegulatory ComplianceMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment AnalysisData InterpretationRegulatory ComplianceDatabase Management

Soft Skills

Excellent CommunicationPresentation SkillsPrioritizationMultitaskingTeam Collaboration

Tools & Technologies

Microsoft Office ProductsStandard Office Equipment

Certifications & Qualifications

Certified Financial Planner (CFP®)

Industry Keywords

Client Financial PlansAUMCOI RelationshipsTrusted Advisor ExperienceFinancially Sophisticated Audience

About the role

Key responsibilities & impact

Prepare client financial plans
Hold client review meetings
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 including appointments, tasks, and internal meetings
Stay current on events, the market, 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, potentially outside office hours
Serve as the primary point of contact for clients
Lead client review meetings and present and update financial plans
Communicate CAPTRUST’s investment philosophy
Deliver a trusted advisor experience as a FARM

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, follow up appropriately, and work in a team environment
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
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