Materials Planner jobs in Greensboro, NC

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Financial Planner
  • CAPTRUST
  • Greensboro, NC OTHER
  • Overview

    WHO are we looking for?

     

    CAPTRUST is seeking a Financial Planner who will deliver high-level customer service to clients to the firm.  A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

    Responsibilities

    • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews
    • Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software
    • Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
    • Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams

    Qualifications

    Minimum Qualifications:

    • 5 years of relevant experience
    • Strong proficiency utilizing Microsoft Excel
    • Four-year college degree

     

    Desired Qualifications/Skills:

    • CFP preferred
    • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
    • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
    • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

     

    WHAT can you expect from your career at CAPTRUST?

     

    Our 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.

     

    Our Employee Benefits Package shows how much we value our team.  Some benefits include:

    • Employee ownership opportunities
    • Brick Bonus success sharing program
    • Comprehensive health coverage Virgin Pulse wellness platform
    • 401(k) program with a 5% employer match financial planning for colleagues

     

    WHERE will you be working?

     

    628 Green Valley Rd #206 | Greensboro, NC 27408

     

    Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

     

    HOW do we build a world class organization one brick at a time?

     

    We 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.

     

    Are you the next brick? 

     

    To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:  

    • Ability to build successful, collaborative, and trusting relationships
    • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
    • A 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
    • Inherent desire to give back to our communities and enrich the lives of those around us
    • An other-centered mindset
    • Integrity through maintaining objectivity 

     

    EEO/Diversity Statement:

     

    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.

     

    CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.  #mid-senior

  • 21 Days Ago

F
Construction Planner
  • Fluor Corp
  • Summit, NC FULL_TIME
  • The Construction Planner provides field construction management services to include technical support, project estimation, change management documentation, scheduling input, overall construction execu...
  • 1 Day Ago

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Planner / Trainer
  • Lukos
  • Liberty, NC FULL_TIME
  • Planner/Trainer Minimum Qualifications Summary Education N/A Experience Required Three (3) years of experience utilizing, training, and providing instruction for JCATS, RHEL, VBS, and TerraTools Three...
  • 4 Days Ago

P
Planner III
  • PAR Western Line Contractors, LLC
  • Greensboro, NC OTHER
  • About Us PAR West, a subsidiary of Quanta Services, Inc. (NYSE: PWR), is an industry leader in all aspects of outside infrastructure, electrical, gas, and telecom construction. Our reputation as solut...
  • 6 Days Ago

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Exercise Planner
  • Joint Activities
  • Liberty, NC FULL_TIME
  • About the Position: Serves as an Exercise Planner for the Joint Activities Command at Fort Liberty, NC. This position is a Term Appointment Not To Exceed 30 September 2025 and cannot be converted to p...
  • 8 Days Ago

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Supply Planner
  • Ecolab
  • Greensboro, NC FULL_TIME
  • Ecolab is hiring for a Supply Planner to support our North America Planning Team. The Supply Planner is responsible for creating the Master Production Schedule (MPS) and managing service and inventory...
  • 10 Days Ago

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0 Materials Planner jobs found in Greensboro, NC area

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Materials Manager
  • The Judge Group
  • Greensboro, NC
  • Our client is currently seeking a Materials Manager for a manufacturing facility near Vidalia, GA.This job will have the...
  • 3/28/2024 12:00:00 AM

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Warehouse Order Picker
  • R.H. Barringer Dist. Co.
  • Greensboro, NC
  • Job Description Job Description Beverage Warehouse in Greensboro- If you are a hard worker, you will make $23.75 per hou...
  • 3/27/2024 12:00:00 AM

R
Master Scheduler (Onsite)
  • Raytheon Technologies
  • Winston Salem, NC
  • Date Posted: 2024-03-15 Country: United States of America Location: HNC31: US095-Winston-Salem (Fairchild 1455 Fairchild...
  • 3/27/2024 12:00:00 AM

A
Shipping/Receiving Clerk
  • Advanced Personnel Resources, Inc.
  • Greensboro, NC
  • Advanced Personnel Resources is currently seeking a shipping and receiving associate for our client in Burlington. Ideal...
  • 3/27/2024 12:00:00 AM

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Warehouse Specialist
  • Precision Walls
  • Mebane, NC
  • As one of the nation's premier wall and ceiling specialty contractors, Precision Walls, Inc. (PWI) offers you an opportu...
  • 3/24/2024 12:00:00 AM

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EMS Logistics Technician (Non-benefited/Hourly)
  • Guilford County, NC
  • Greensboro, NC
  • Salary: $17.67 - $20.41 Hourly Location : 1002 Meadowood Greensboro, NC Job Type: Hourly - No Benefits Job Number: 03250...
  • 3/24/2024 12:00:00 AM

V
Supply Chain Category Manager
  • Vertical Supply Group
  • Greensboro, NC
  • Job Description Job Description Responsibilities: - Develop and implement strategies to drive product line growth and pr...
  • 3/24/2024 12:00:00 AM

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CDL A Driver with Tanker and Hazmat Endorsements - Greensboro, NC
  • Shamrock Environmental Corporation
  • Greensboro, NC
  • Overview: Were a full-service environmental services company. Family-founded in 1994, Shamrock was born with a focus on ...
  • 3/24/2024 12:00:00 AM

Greensboro (/ˈɡriːnzbʌroʊ/ (listen); formerly Greensborough) is a city in the U.S. state of North Carolina. It is the 3rd-most populous city in North Carolina, the 68th-most populous city in the United States, and the county seat and largest city in Guilford County and the surrounding Piedmont Triad metropolitan region. As of the 2010 census, the city population was 269,666, and in 2015 the estimated population was 285,342. Three major interstate highways (Interstate 40, Interstate 85, and Interstate 73) in the Piedmont region of central North Carolina were built to intersect at this city. In ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Materials Planner jobs
$72,995 to $103,944
Greensboro, North Carolina area prices
were up 1.5% from a year ago

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