Wealth Planning Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Planning, Client Service, Financial Planning, eMoney Advisor, Microsoft Excel, Microsoft Word, Communication Skills, Team Player, Project Management, Attention to Detail, Organization, Collaboration, Client Meetings, Data Entry, Business Development, Process Improvement

Industry

Financial Services

Description

Overview WHO are we looking for? An energetic Wealth Planning Associate who will deliver high-level customer service to clients of the firm. The Relationship Management Planning Associate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Responsibilities Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output 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 Attend client meetings as requested by senior advisors Respond to incoming requests for additional information from clients and prospective clients Communicate to clients, changes in strategies, procedures, or other relevant information as appropriate 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 ad hoc projects within required deadlines May work, when necessary, beyond normal working hours Qualifications Minimum Qualifications: Bachelor’s degree in related field or equivalent experience 1-3 years relevant industry experience Proficient in eMoney Advisor or similar financial planning software Certified Financial Planner® designation or ability and desire to obtain Desired Qualifications/Skills: Expert skill level in Microsoft Excel and Word Ability to quickly learn new computer programs and processes High level of organization and attention to detail Ability to prioritize tasks and to manage multiple reporting relationships Strong communication skills Outstanding client service skills Team player, collaborative, able to work with others Experience with Microsoft Dynamics CRM software a plus Experience with project management or process improvement a plus 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 place 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. 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) WHERE will you be working? 1116 South Main St | Greenville, SC 29601 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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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 Wealth Planning Associate will manage and execute projects related to client service and meetings, delivering results to clients and briefing senior advisors. They will also prepare for client meetings, respond to client requests, and support business development activities.