Financial Counselor II

Financial Counselor II

What it takes? 2 days ago – be among the first 25 applicants. Direct message the job poster from CAPTRUST.

CAPTRUST is seeking a Financial Counselor II who wants to make a difference in people’s financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans. We primarily speak with participants who have pre‑scheduled an appointment with the CAPTRUST At Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well as discover areas of financial concern they may not even be aware of.

As an integral part of the At Work Desk team, you are making a difference in people’s lives as you provide advice and wellness conversations, not transactions.

At CAPTRUST, we believe everyone deserves a secure and confident retirement. As a retirement and wellness financial counselor, focusing on retirement and wellness conversations, you’ll empower plan participants to make informed decisions, guiding them through every step of their financial journey. Join a team that values your expertise, supports your growth, and celebrates your impact on clients’ lives.

• 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 take part in educational webinars as needed and suitable.
• 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.

• Minimum Qualifications:
• 6 years of related industry experience; retirement plans and investment vehicles
• A Professional License/Certification required:
  Series 6,7, 65, CFP, or AFC
• Desired Qualifications/Skills:
• 4‑year college degree (preferred but not required)
• Proficient computer skills including Microsoft Excel, Word, PowerPoint, Access, gap‑analysis tools and vendor website navigation
• Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, 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

• 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)

Location:

13961 South Minuteman Dr, Draper, UT 84020. This role is not a remote or work‑from‑home position.

This position will remain open until filled.

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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.