{"id":3042635,"url":"https://alion.io/job/captrust-financial-planning-associate","title":"Financial Planning Associate","company":{"id":708258,"name":"CAPTRUST","domain":"captrust.com","url":"https://alion.io/company/captrust","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Alexandria, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":84000,"currency":"USD","period":"year","gross":null,"usd_annual":84000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T23:14:13Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-22T02:50:48Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Overview\nWHO are we looking for?\nCAPTRUST is seeking a Financial Planning Associate who will work closely with an experienced Wealth Advisor team to prepare for discovery, planning, and confirmation meetings, with the goal of securing a high volume of new client wins. Candidate will deliver high client service, work to improve productivity and the quality of services provided to prospects and clients, and must fit within our culture of integrity, teamwork, and putting prospect/clients’ interests first. Primary responsibilities may include the following, among others:\nResponsibilities\nJob Responsibilities: \nFinancial Planning - Prepare for prospect meetings by gathering statements, entering investment data into system to build out and update comprehensive retirement plans. Works with software support for complex scenarios\nRisk assessment - Enter prospect accounts into risk assessment software portfolios and compare them to our same risk portfolio\nTax assessment - upload client tax returns for advisors to run tax analysis\nPension analysis - run payout options vs lump sum benefit to gather percentage return needed for lump sum rollover to make sense\nPrepare necessary Investment Advisory Agreement and custodian paperwork and assist with rollover calls for in-person prospect meetings\nWork with prospects to get documents uploaded, troubleshooting any issues\nTrack incoming opportunities for prospect assets transitioning to CAPTRUST\nQualifications\nMinimum Qualifications:\nBachelor’s degree from an accredited college or university preferably in a Finance Related field \nDesired Qualifications/Skills:\n1-3 years of experience in a financial services firm or internship or other exposure to financial planning\nProficiency in Microsoft 365 suite applications, namely Excel and Word\nAbility to quickly learn new computer programs and processes\nHigh level of organization and attention to detail\nAbility to prioritize tasks and to manage multiple advisor requests\nStrong communication skills and client service skills\nTeam player, collaborative, able to work with others\nProficiency in CRM software use\nUnderstanding/prior use of financial planning, tax analysis, risk analysis software a plus \nWHAT can you expect from your career at CAPTRUST?\nOur 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.\nOur Employee Benefits Package shows how much we value our team. Some benefits include:\nCompany discretionary bonus.\nHealth, 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.\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.\nPaid time off (PTO) or Paid Sick Leave (PSL).\nCompensation range (depending on location and experience): $70,000 - $84,000\nWHERE will you be working?\n330 John Carlyle Street #400 | Alexandria, VA 22134\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\nHOW do we build a world class organization one brick at a time?\nWe 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.\nAre you the next brick? \nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\nIt 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. #associate\nThis position will remain open until filled.","description_format":"text","description_chars":5199,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-21T23:14:13Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":19,"reasons":["conf:0","win:early","comp:junior"],"computed_at":"2026-10-22T03:11:26Z"},"pay":{"stated_usd_annual":84000,"is_top_pay":true},"html_url":"https://alion.io/job/captrust-financial-planning-associate","json_url":"https://alion.io/job/captrust-financial-planning-associate.json","meta":{"generated_at":"2026-10-22T03:11:26Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2883,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708258},"rest":"https://alion.io/mcp/rest/get_company?id=708258"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcaptrust-financial-planning-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcaptrust-financial-planning-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcaptrust-financial-planning-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/captrust-financial-planning-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcaptrust-financial-planning-associate"}]}