Senior Financial Counselor

CAPTRUST

2 months ago

United StatesOTHERGeneral Medicine

✓ No Call✓ No Weekends

Apply

Job Description

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.

Key Skills

Financial PlanningRetirement PlanningRisk Tolerance EvaluationAsset AllocationProject ManagementRelationship BuildingInterpersonal CommunicationAttention to Detail

Finance & AccountingConsultingCustomer Service & Supportvia Icims

Position Insights

Work-Life Balance Overview

This Senior Financial Counselor position at CAPTRUST includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.

General Medicine — Physician Career Context

This General Medicine position at CAPTRUST is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Location & Logistics

This position is based in United States.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time

Skills, Responsibilities & Benefits

Key skills and qualifications: Financial Planning, Retirement Planning, Risk Tolerance Evaluation, Asset Allocation, Project Management, Relationship Building, Interpersonal Communication, Attention to Detail. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Senior Financial Counselor will provide financial planning and education to retirement plan participants and manage specific client projects. They will also work directly with clients and Financial Advisors to manage advice projects.

Benefits package: Company Discretionary Bonus, Health Insurance, Dental Insurance, Vision Insurance, 401k, Health Savings Accounts, Flexible Spending Accounts, Voluntary Supplemental Plans. A comprehensive benefits package is an important factor in evaluating total compensation beyond base salary.

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.