OverviewWHO are we looking for?CAPTRUST is seeking a
Centralized Wealth Planning Specialist who will work directly with our wealth management 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- Direct support of CAPTRUST's centralized financial planning process and program
- Participate and lead the development and delivery of financial plans in client meetings
- Will work closely with financial advisors, client service, and peers on the Wealth Planning team
- Advanced planning in eMoney will be critical. Data entry will be needed.
- Support business development activities with prospective clients
- Assist with training our wealth team on eMoney and our financial planning approach
- 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
- 5+ years relevant industry experience
- Proficient in eMoney Advisor or similar financial planning software
- CFP Designation
Desired Qualifications/Skills:
- 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
- Strong background/knowledge with financial planning strategies
- Technology savvy, proficient with Microsoft Office
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 + Personify Health wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
- Compensation range (depending on location and experience): $90,000 - $130,000
WHERE will you be working?4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
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
This position will remain open until filled.
