Senior Financial Counselor

About the Role

Join CAPTRUST as a Senior Financial Counselor in United States.

Key Responsibilities

• provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendat.

• manage specific clients and work directly with clients and Financial Advisors in managing advice projects.

• Provide financial planning and education to retirement plan participants in group or individual sessions Man.

• Manage specific department tasks such as reporting, ongoing communications, and presentation development Tr.

Requirements

• Our colleagues, like our clients, tend to stay with CAPTRUST for years.

• There’s a reason for it; it’s a great culture in which to work and grow.

• We all work together, each of us motivating those around us with our commitment to high standards.

Benefits & Compensation

• paid benefits such as life insurance, short

• term disability, and long

• term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? Remote or In

• senior This position will remain open until filled.

Work Schedule

• Full-time position.

• Night or evening shifts may be required.

Apply to join CAPTRUST as a Senior Financial Counselor.