Senior Wealth Planning Associate
CapTrust Advisors, LLC, Raleigh, NC, United States
Overview
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. Responsibilities include developing and delivering client financial plans, training team members on eMoney and our planning approach, data entry and advanced planning, supporting the transition of clients’ financial data into eMoney, collaborating with advisors, client service and peers, contributing to business development with prospective clients, and managing ad‑hoc projects.
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 and advanced planning in eMoney
Support the transition of client financial planning data into eMoney, specifically data of clients from new CAPTRUST offices
Collaborate with financial advisors, client service, and colleagues 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 beyond normal hours when necessary
Very minimal travel is expected
Qualifications
Minimum Qualifications:
Bachelor’s degree in a 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 holds CFP designation
Experience at a wealth‑management or financial‑planning advisory firm
Strong communication skills, both written and verbal
Strong interpersonal skills, including being polished, courteous, professional, and patient
Good organizational skills such as multi‑tasking, adapting priorities, and meeting deadlines
Benefits
Company discretionary bonus
Health, dental, and vision coverage; employer 401(k) plan with 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: $75,000.00 – $125,000.00 (depending on location and experience)
Location
Open to multiple CAPTRUST office locations. This position is not remote or work‑from‑home.
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. We maintain a work environment that is free of harassment, discrimination, or retaliation for any protected status.
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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. Responsibilities include developing and delivering client financial plans, training team members on eMoney and our planning approach, data entry and advanced planning, supporting the transition of clients’ financial data into eMoney, collaborating with advisors, client service and peers, contributing to business development with prospective clients, and managing ad‑hoc projects.
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 and advanced planning in eMoney
Support the transition of client financial planning data into eMoney, specifically data of clients from new CAPTRUST offices
Collaborate with financial advisors, client service, and colleagues 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 beyond normal hours when necessary
Very minimal travel is expected
Qualifications
Minimum Qualifications:
Bachelor’s degree in a 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 holds CFP designation
Experience at a wealth‑management or financial‑planning advisory firm
Strong communication skills, both written and verbal
Strong interpersonal skills, including being polished, courteous, professional, and patient
Good organizational skills such as multi‑tasking, adapting priorities, and meeting deadlines
Benefits
Company discretionary bonus
Health, dental, and vision coverage; employer 401(k) plan with 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: $75,000.00 – $125,000.00 (depending on location and experience)
Location
Open to multiple CAPTRUST office locations. This position is not remote or work‑from‑home.
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. We maintain a work environment that is free of harassment, discrimination, or retaliation for any protected status.
#J-18808-Ljbffr