Private Wealth & Investment Associate

CAPTRUST; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan and company match

Health savings accounts

Flexible spending accounts

Paid time off

Short/long-term disability

Job summary

CAPTRUST seeks a Wealth and Investment Associate to support our Private Wealth practice and local investment team in Phoenix. The role is hybrid: roughly 70% client-service and advisory support and 30% investment team support.

The position emphasizes building long-term client relationships, producing financial planning inputs, and assisting with investment research, trading, and implementation. A CFA/CAIA interest is a plus, with Series 65 eligibility within 90 days.

Qualifications

• Bachelor’s degree required in finance, economics, accounting, business, mathematics, or related field.
• Series 65 license required, or ability to sit for the Series 65 within 90 days of hire and obtain within the first year.
• Strong proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent written and verbal communication skills; ability to explain complex information clearly and professionally.

Responsibilities

• Support Private Wealth advisors and relationship managers in delivering advice to high-net-worth clients and related entities.
• Prepare client meeting materials, financial planning inputs, investment summaries, allocation reviews, and performance materials.
• Assist with client onboarding, account paperwork, advisory agreements, client correspondence, and money movement/trade-flow requests.
• Gather and organize client data for financial planning analysis, including balance sheet, cash flow, estate, tax, insurance, debt, and goals.
• Participate in client meetings, document key takeaways, and ensure timely follow-up tasks.
• Maintain client information and support portfolio performance and attribution reviews in reporting and CRM systems.
• Build trusted relationships with clients and internal teams.
• Support investment team with trading workflows, portfolio analytics, asset allocation reviews, research, and due diligence.
• Assist with model maintenance, trade prep, and investment operations workflows.
• Maintain portfolio analytics and client-facing investment materials.
• Contribute to manager and product due diligence across markets and strategies.
• Summarize fund materials, research notes, and meeting notes.
• Contribute thoughtful analysis in team discussions.

Skills

Analytical skills

Attention to detail

Communication skills

Time management

Client service

Financial knowledge

Education

Bachelor’s degree in finance/economics/business

Series 65 license or ability to obtain within 90 days

CFA/CAIA/CPA interests a plus

Tools

Excel

CRM systems

Morningstar Direct

Black Diamond

Tamarac

Salesforce

CAIS

eMoney

iCapital

Job description

CAPTRUST seeks a Wealth and Investment Associate to support our Private Wealth practice and local investment team in Phoenix. The role is hybrid: roughly 70% client-service and advisory support and 30% investment team support.

The position emphasizes building long-term client relationships, producing financial planning inputs, and assisting with investment research, trading, and implementation. A CFA/CAIA interest is a plus, with Series 65 eligibility within 90 days.