Financial Counselor II

CAPTRUST is seeking a Financial Counselor II who wants to make a difference in people’s financial lives. Those who wish to have holistic financial conversations to help educate and guide participants in employer‑sponsored retirement plans are invited to apply. The role involves outbound calls to participants who have الطرفpre‑scheduled an máximo appointment with the CAPTRUST At Work desk. You will answer questions and discover areas of financial concern that participants may not even be aware of, providing専 advice and wellness conversations rather than processing transactions.

At CAPTRUST, we believe everyone deserves a secure and confident retirement. As a retirement and wellness financial counselor, you’ll empower plan participants to make informed decisions, guiding them through every step of their financial journey.

• Empower participants:
  Provide holistic financial guidance and fiduciary‑level advice to retirement plan participants over the phone, focusing on their unique needs and goals.
• Deliver financial wellness conversations:
  Engage in meaningful 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 recommend్యూట 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 reporting, communications, presentations and scheduling tasks, and participate in educational webinars when appropriate.
• Be a team player:
  Support onsite meetings/benefits fairs as needed and contribute to a collaborative, mission‑driven team environment.

• 6 years of related industry experience with retirement plans and investment vehicles.
• Professional license/certification required:
  Series 6, 7, 65, CFP, or AFC.

• 4‑year college degree preferred.
• Proficient computer skills (Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, vendor website navigation).
• Strong organizational skills: ability to manage multiple tasks, adapt to changing priorities, meet deadlines, and manage expenses.
• Strong communication and interpersonal skills: ی, courteous, professional, and patient.
• Detail oriented with good judgment and critical thinking.

Our colleagues often stay with CAPTRUST for years, enjoying a supportive culture with opportunities for personal growth.

• Company discretionary bonus.
• Health, dental, and vision coverage; employer‑sponsored 401(k) plan with 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) and paid sick leave (PSL).

13961 South Minuteman Dr, Draper, UT 84020
Due to the nature of the role, this is not a remote or work‑from‑home position.

We prioritize hiring those with a commitment to service, a genuine interest in people, and a passion road continuously improve. An individual ready to make their mark will be welcomed to join our team.

• Ability to build successful, collaborative, and trusting relationships.
• Consistently creates accurate, concise
  
  Quet respectful, easy‑to‑understand verbal and written communications that convey complex information.
• Strong sense of urgency to get work done, solve problems, and achieve results that benefit clients and colleagues.
• Desire to give back to communities and enrich the lives of those around them.
• Other‑centered mindset and integrityemenangan.

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. We are intent on maintaining a workplace that is free of harassment, diferenț, or retaliation due to any status protected by federal, state, or local laws. This position will remain open until filled.