CAPTRUST · 9 hours ago
Financial Planner
US-TN-Brentwood
Full-time
Onsite
Mid Level
3+ years expCAPTRUST is seeking a dynamic Financial Planner who will deliver high-level service to the firm. The role involves managing client reports, maintaining tax information, and assisting with client account transitions while ensuring efficient team collaboration.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Attend weekly team meetings and prioritize putting into practice a cohesive and efficient way of getting team tasks completed
Run reports for teams in the office and manage the report pipeline. Maintain and clean reports as they come through the CRM
Run or review weekly reports for clients on potential cash investments
Maintain updated client tax information within the SharePoint folder; assist with ongoing maintenance including gathering and uploading documents to SharePoint record
Work within CAPCONNECT to clean and audit contact information, maintain clients needing review list, insurance policy information, and track important dates
Monitor calendar-driven deadlines, including required minimum distributions, IRA contributions, 401k contributions, 529 contributions, etc
Assist team in transitioning client accounts to centralized trading
Serve as second chair FARM in meetings, where capacity dictates. Primarily listening, notetaking, and presenting some of information when ready
Assist with meeting preparation and meeting-follow-up with clients
Perform other duties and special projects as required, including firm-wide initiatives
Qualification
Required
Bachelor's degree in related field required or equivalent experience
3-5 years of relevant experience
Strong attention to detail
Preferred
Pursuit of CPA or CFP
Strong proficiency utilizing Microsoft Excel
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
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