Wealth Planning Advisor - Client-Focused CFP

UNAVAILABLE; Alexandria (VA); In loco; USD 90.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Discretionary bonus

Health, dental, and vision insurance

401(k) with company match

Health savings account

Flexible spending accounts

Disability insurance

Paid time off

Descrizione del lavoro

CAPTRUST is seeking a dynamic Financial Planner to serve as the primary point of contact for clients in Alexandria, VA. The role leads client review meetings, presents and updates financial plans, and communicates CAPTRUST’s investment philosophy with clarity.

The ideal candidate will be confident, adaptable, and able to engage across a broad range of planning topics. A CFP designation and 6+ years of industry experience are required.

Competenze

• 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.

Mansioni

• Prepare client financial plans;
• Hold client review meetings;
• Research and resolve client financial issues;
• Provide excellent customer service and assist with questions;
• Gather additional AUM from existing clients;
• Obtain referrals from existing client base;
• Maintain up-to-date calendar with appointments, tasks and 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 and records;
• Operate standard office equipment and software applications;
• Attend client functions, possibly after hours.

Conoscenze

CFP designation

Financial planning

Client engagement

MS Office

Formazione

Bachelors in Business (Finance/Accounting)

Strumenti

Microsoft Office

Descrizione del lavoro

CAPTRUST is seeking a dynamic Financial Planner to serve as the primary point of contact for clients in Alexandria, VA. The role leads client review meetings, presents and updates financial plans, and communicates CAPTRUST’s investment philosophy with clarity.

The ideal candidate will be confident, adaptable, and able to engage across a broad range of planning topics. A CFP designation and 6+ years of industry experience are required.