Senior Wealth Planning Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

29 Aug, 26

Salary

125000.0

Posted On

31 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, eMoney Advisor, Wealth Management, Microsoft Office, Client Onboarding, Data Entry, Business Development, Written Communication, Verbal Communication, Interpersonal Skills, Organizational Skills, Multi-tasking

Industry

Financial Services

Description

Overview WHO 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 Qualifications Minimum 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 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. It 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 This position will remain open until filled.

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Responsibilities

The role involves preparing and delivering client financial plans and supporting the onboarding of new offices onto the wealth planning platform. Additionally, the associate will train teams on eMoney and assist with business development activities for prospective clients.