OverviewWHO are we looking for?CAPTRUST is seeking a
Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:
Responsibilities- Assist with the preparation, development, and delivery of client financial plans
- Assist with training our wealth team on eMoney and our financial planning approach
- Data entry as well as advanced planning in eMoney will be critical
- Support the transition of client's financial planning data into our system, eMoney, specifically the data of client's from new CAPTRUST offices
- Will work closely with financial advisors, client service, and peers on the Wealth Planning team
- Support business development activities with prospective clients
- Assist with ad hoc projects within required deadlines
- Contribute to new research and project initiatives
- May work, when necessary, beyond normal working hours
- Very minimal travel expected
QualificationsMinimum Qualifications:
- Bachelor's degree in related field or equivalent experience
- 2-4+ years of relevant industry experience
- Proficient in eMoney Advisor or similar financial planning software
- Desire to pursue CFP designation
Desired Qualifications/Skills:
- Technology savvy, proficient with Microsoft Office
- In process of obtaining or already hold CFP designation
- Experience at a wealth management or financial planning advisory firm
- Strong communication skills, both written and verbal
- Strong interpersonal skills, includes being polished, courteous, professional, and patient
- Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
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.
- 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)
- Compensation range (depending on location and experience): $75,000.00- $125,000.00
WHERE will you be working?Open to multiple CAPTRUST Office Location
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
