CAPTRUST
CAPTRUST is seeking a Wealth Planning Senior Associate to work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This role supports our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, and continually developing strategies and solutions to better serve our clients.
Responsibilities
Assist with 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 transition of client financial planning data into eMoney, specifically data from new CAPTRUST offices.
Collaborate 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 beyond normal working hours when necessary.
Very minimal travel expected.
Qualifications
Bachelor's degree in a related field or equivalent experience.
3+ years of relevant industry experience.
Proficient in eMoney Advisor or similar financial planning software.
CFP designation or in process of obtaining designation.
Desired Qualifications / Skills
Strong communication skills, both written and verbal.
Strong interpersonal skills, being polished, courteous, professional, and patient.
Good organizational skills such as multi‑tasking, adapting priorities, and meeting deadlines.
Strong background and knowledge with financial planning strategies.
Technology savvy, proficient with Microsoft Office.
What can you expect from your career at CAPTRUST? Our colleagues tend to stay with CAPTRUST for years. We foster a great culture that motivates staff through high standards, a fully stocked break room, fun employee events, and opportunities for personal growth.
Employee Benefits Package
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).
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, however there is flexibility.
How do we build a world class organization one brick at a time? We prioritize hiring those committed to service, with real interest in others, and a passion to continuously improve. 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.
Characteristics we value
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.
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. We intend to maintain a work environment free of harassment, discrimination, or retaliation because of sex, gender, 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.
This position will remain open until filled.
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Responsibilities
Assist with 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 transition of client financial planning data into eMoney, specifically data from new CAPTRUST offices.
Collaborate 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 beyond normal working hours when necessary.
Very minimal travel expected.
Qualifications
Bachelor's degree in a related field or equivalent experience.
3+ years of relevant industry experience.
Proficient in eMoney Advisor or similar financial planning software.
CFP designation or in process of obtaining designation.
Desired Qualifications / Skills
Strong communication skills, both written and verbal.
Strong interpersonal skills, being polished, courteous, professional, and patient.
Good organizational skills such as multi‑tasking, adapting priorities, and meeting deadlines.
Strong background and knowledge with financial planning strategies.
Technology savvy, proficient with Microsoft Office.
What can you expect from your career at CAPTRUST? Our colleagues tend to stay with CAPTRUST for years. We foster a great culture that motivates staff through high standards, a fully stocked break room, fun employee events, and opportunities for personal growth.
Employee Benefits Package
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).
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, however there is flexibility.
How do we build a world class organization one brick at a time? We prioritize hiring those committed to service, with real interest in others, and a passion to continuously improve. 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.
Characteristics we value
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.
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. We intend to maintain a work environment free of harassment, discrimination, or retaliation because of sex, gender, 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.
This position will remain open until filled.
#J-18808-Ljbffr