Senior Wealth Planning Associate
CAPTRUST, Raleigh, NC, United States
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
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.
#J-18808-Ljbffr
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
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.
#J-18808-Ljbffr