WHO are we looking for? CAPTRUST is seeking a Retirement Counselor Associate II who will meet with employees of retirement plans to holistically advise individuals as to their plan options, provide retirement planning strategies, evaluate their risk tolerance and make asset allocations recommendations based on CAPTRUST investment strategies. The Retirement Counselor will manage specific clients and work directly with clients and Financial Advisors in managing advice projects. This is a full-time position working Monday through Thursday from 9:00 a.m. to 6:00 p.m. (MDT) and Friday from 8:30 a.m. to 4:00 p.m. (MDT) Primary responsibilities may include the following, among others:
Communicate retirement plan information in group and individual sessions Manage and maintain specific client projects year over year Develop plan level reporting for client projects Track participant activity Manage specific department tasks such as reporting, ongoing communications, presentation development Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight Perform independently and exercise good judgment, with routine supervision Minimum Qualifications: Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics. 2 years of related industry experience; retirement plans and investment vehicles Professional licenses - minimal of a Series 6 Desired Qualifications/Skills: Strong communications skills including public speaking in group settings Strong interpersonal skills; including being polished, courteous, professional, and patient Good analytical, critical thinking and problem-solving skills Detail oriented Good judgment Good organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses) Good computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation WHAT can you expect from your career at CAPTRUST? 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. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Virgin Pulse wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 13961 South Minuteman Dr #300 | Draper, UT 84020
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
