Financial Planner

WHO are we looking for?

CAPTRUST is seeking a dynamic and client-focused Financial Planner to serve as the primary point of contact for our clients. In this role, the Financial Planner will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Planner will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual will deliver a trusted advisor...