Financial Planning Associate

CAPTRUST

. Prepare for prospect meetings by gathering statements and entering investment data into systems to build and update comprehensive retirement plans .

Posted 10/21/2026full-timeAlexandria • Virginia • United StatesJuniorMid-Level💰 $70,000 - $84,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning, including proficiency in tax analysis and risk assessment software, while effectively managing multiple advisor requests and maintaining high levels of organization and attention to detail.

Highest-signal resume keywords

Financial PlanningTax AnalysisRisk Assessment SoftwareMicrosoft 365 ProficiencyClient Service Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningTax AnalysisRisk AssessmentInvestment Advisory AgreementsPension Payout AnalysisData EntryDocument UploadingOpportunity Tracking

Soft Skills

Strong CommunicationAttention to DetailTeam CollaborationTask PrioritizationClient Service

Tools & Technologies

Microsoft ExcelMicrosoft WordCRM SoftwareRisk Assessment Software

Industry Keywords

Financial ServicesRetirement PlansProspect MeetingsWealth Advisory

About the role

Key responsibilities & impact

Prepare for prospect meetings by gathering statements and entering investment data into systems to build and update comprehensive retirement plans
Work with software support on complex financial planning scenarios
Enter prospect accounts into risk assessment software portfolios and compare them to the corresponding risk portfolio
Upload client tax returns for advisors to run tax analyses
Run pension payout options versus lump-sum benefit analyses to determine the percentage return needed for a lump-sum rollover to make sense
Prepare Investment Advisory Agreements and custodian paperwork
Assist with rollover calls for in-person prospect meetings
Help prospects upload documents and troubleshoot issues
Track incoming opportunities for prospect assets transitioning to CAPTRUST
Work closely with an experienced Wealth Advisor team to support discovery, planning, and confirmation meetings

Requirements

What you’ll need

Bachelor’s degree from an accredited college or university, preferably in a Finance Related field
1-3 years of experience in a financial services firm, internship, or other exposure to financial planning
Proficiency in Microsoft 365 suite applications, namely Excel and Word
Ability to quickly learn new computer programs and processes
High level of organization and attention to detail
Ability to prioritize tasks and manage multiple advisor requests
Strong communication and client service skills
Team player; collaborative and able to work with others
Proficiency in CRM software
Understanding or prior use of financial planning, tax analysis, and risk analysis software is a plus

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