Financial Wellness Consultant

🔥 17 hours ago

🇺🇸 United States – Remote

💵 $85k - $125k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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CAPTRUST

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1989

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 Private Equity Round on 2023-09

Consulting • Healthcare • Legal

CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.

📋 Description

• Assist in developing and presenting financial wellness program recommendations and action plans aligned with client objectives • Collaborate with internal stakeholders to identify resources, education topics, and engagement strategies • Conduct discovery meetings with client stakeholders to understand organizational goals, company culture, financial benefits, and participant needs • Gather information to support tailored financial wellness strategies and client action plans • Coordinate program launch activities and support implementation of financial wellness initiatives • Facilitate program rollouts and integrate resources into clients' benefits and communication strategies • Serve as primary contact for assigned clients • Maintain regular communication and conduct periodic program reviews • Analyze program activity and participant engagement metrics • Recommend adjustments to improve program effectiveness and participant engagement • Educate clients on financial wellness resources, services, and best practices • Partner with Financial Advisors, Wealth Advisors, Marketing, Operations, and other internal teams • Escalate complex client situations and contribute to team initiatives

🎯 Requirements

• 4-year college degree or equivalent years of experience • 7 years of related industry experience, including retirement plans and relationship management • Experience in strategic planning, program development, and client engagement within the financial services industry, particularly in financial wellness • Strong understanding of holistic financial wellness concepts and ability to translate them into actionable, client-specific strategies • Ability to identify opportunities for growth and improvement within holistic financial wellness • Exceptional client service orientation • Strong project management skills • Ability to manage multiple priorities and maintain attention to detail

🏖️ 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 life insurance • Company-paid short-term disability • Company-paid long-term disability • Paid time off (PTO) or Paid Sick Leave (PSL) • Fully stocked break room • Fun employee events • Opportunities for personal growth