CAPTRUST · 1 day ago
Financial Counselor II
Draper, UT
Full-time
Onsite
Senior Level
6+ years expCAPTRUST is seeking a Financial Counselor II who wants to make a difference in people’s financial lives. This role involves providing holistic financial guidance and fiduciary-level advice to retirement plan participants, helping them navigate their financial journey and make informed decisions.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Empower Participants: Provide holistic financial guidance and fiduciary-level advice to retirement plan participants over the phone, focusing on their unique needs and goals. You’re having conversations and not processing transactions
Deliver Financial Wellness Conversations: Engage in meaningful, positive discussions about budgeting, cash management, credit, and debt—helping participants build financial confidence and well-being
Personalize Retirement Strategies: Assess risk tolerance, explain plan options, and recommend asset allocations using CAPTRUST’s investment philosophy
Educate & Advise: Answer participant questions, uncover hidden financial concerns, and deliver actionable next steps in a positive, encouraging manner
Track & Collaborate: Document participant activity in our CRM, manage department tasks (reporting, communications, presentations, scheduling), and could take part in educational webinars as need and suitability align
Be a Team Player: Potentially support onsite meetings/benefits fairs as needed and contribute to a collaborative, mission-driven team environment. Part of CAPTRUST’s Mission Statement is providing service beyond expectations and we strive to accomplish that with our participants in every interaction we have with them
Qualification
Required
6 years of related industry experience; retirement plans and investment vehicles
A Professional License/Certification required: Series 6,7, 65, CFP, or AFC
Preferred
4-year college degree (preferred but not required)
Proficient computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation
Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses)
Strong communications skills and interpersonal skills; including being polished, courteous, professional, and patient
Detail oriented; ability to demonstrate good judgement and critical thinking
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)
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