CAPTRUST · 2 days ago
Financial Counselor II
Atlanta, GA
Full-time
Hybrid
Mid, Senior Level
6+ years expCAPTRUST is seeking a Financial Counselor II to advise employees of retirement plans on their options and provide retirement planning strategies. The role involves managing specific clients, offering financial planning education, and overseeing annual client projects while traveling to client locations.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
James Evans
Responsibilities
Provide financial planning and education to retirement plan participants in group or individual sessions
Manage and maintain various annual client projects
Manage specific department tasks such as reporting, ongoing communications, and presentation development
Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight
Qualification
Required
4-year college degree (preferred but not required)
Professional License/Certification required (65,6, or 7)
6 years of related industry experience; retirement plans and investment vehicles
Preferred
Demonstrated project management experience
Relationship building and interpersonal communication skills
Strong attention to detail
Benefits
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-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)s
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase