Client-Focused Wealth & Investment Associate

CAPTRUST; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, Vision

401(k) with match

Life & disability insurance

Paid time off

Job summary

CAPTRUST is seeking a Wealth and Investment Associate to support our Private Wealth practice and local investment team in Phoenix. The hybrid role is about 70% client-service and 30% investment team support, offering exposure to wealth management, financial planning, portfolio construction, investment research, and client service.

The ideal candidate will be intellectually curious, service-minded, and meticulous, with a Bachelor's degree and a Series 65 license or plan to obtain it within the

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, mathematics, or related field.
• Series 65 license required or ability to obtain within 1 year of hire.
• Proficiency with Microsoft Office suite.
• Strong analytical ability and comfort with financial data and investment concepts.
• Excellent written and verbal communication skills.

Responsibilities

• Support advisors and relationship managers in delivering advice to high-net-worth clients.
• Prepare client meeting materials, financial planning inputs, investment summaries, and reports.
• Onboard clients and complete account paperwork and advisory agreements.
• Gather data for financial planning analyses (balance sheet, cash flow, estate, tax, insurance).
• Attend client meetings and document key takeaways; assist with follow-up tasks.
• Maintain client information and assist with portfolio and performance reviews in CRM systems.
• Build trusted relationships with clients, planning resources, and operations teams.
• Support investment team with trading and implementation workflows, portfolio analytics, and due diligence.

Skills

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Analytical ability

Attention to detail

Written and verbal communication

Time management

Education

Bachelor’s degree

Tools

eMoney

Black Diamond

Morningstar Direct

Tamarac

Salesforce

CAIS

iCapital

Job description

CAPTRUST is seeking a Wealth and Investment Associate to support our Private Wealth practice and local investment team in Phoenix. The hybrid role is about 70% client-service and 30% investment team support, offering exposure to wealth management, financial planning, portfolio construction, investment research, and client service.

The ideal candidate will be intellectually curious, service-minded, and meticulous, with a Bachelor's degree and a Series 65 license or plan to obtain it within the