Strategic Financial Planner & Client Advisor

Captrust; Alexandria (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Health benefits

401(k) with match

HSA/FSAs

Paid time off

Job summary

CAPTRUST is seeking a dynamic Financial Planner to serve as the primary contact for our clients in the Alexandria area. You will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.

The role requires strong communication, adaptability, and precision in portfolio management tasks. As a FARM, you will deliver a trusted advisor experience, maintain relationships, gather referrals, and stay current on market developments while

Qualifications

• Minimum 6+ years of applicable industry experience.
• Certified Financial Planner (CFP®) designation.
• Strong proficiency utilizing Microsoft Office products.

Responsibilities

• Prepare client financial plans.
• Hold client review meetings.
• Research and resolve client financial issues.
• Provide excellent customer service and assist with answering questions.
• Gather additional AUM from existing clients.
• Obtain referrals from existing client base.
• Maintain up to date calendar to include appointments, tasks and internal meetings.
• Stay up to date on current events, the market and the economy.
• Develop COI relations with other professionals.
• Ensure regulatory compliance is followed.
• Establish, maintain and update files, databases, records and/or other documents.
• Operate standard office equipment and use the required software applications.
• Attend Client functions, as assigned, which may be after office hours.

Skills

CFP designation

MS Office proficiency

Education

Four-year college degree in business, Finance or Accounting

Job description

CAPTRUST is seeking a dynamic Financial Planner to serve as the primary contact for our clients in the Alexandria area. You will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.

The role requires strong communication, adaptability, and precision in portfolio management tasks. As a FARM, you will deliver a trusted advisor experience, maintain relationships, gather referrals, and stay current on market developments while