CAPTRUST
We are building financial foundations. How can we help you?
Senior Financial Counselor
Location
United States
Posted
30 days ago
Salary
Not specified
Bachelor Degree6 yrs expEnglish
Job Description
• 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
Job Requirements
- 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
Benefits
- Company discretionary bonus
- Health, dental, and vision coverage
- Employer 401(k) plan and company match
- Health savings accounts
- Flexible spending accounts
- Voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance
- Short-term disability
- Long-term disability
- Paid time off (PTO) or Paid Sick Leave (PSL)
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