Senior Centralized Wealth Planner

Captrust; Brentwood (TN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) program with a 5% employer skip

financial planning for colleagues

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Specialist who will work directly with our wealth management teams to provide client wealth management solutions and support the centralized financial planning model. This role includes onboarding new offices onto our wealth planning platform and delivering executive financial planning.

Responsibilities include collaborating with advisors, client service, and peers; advanced planning in eMoney; data entry; and contributing to new research and

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• 5+ years relevant industry experience.
• Proficient in eMoney Advisor or similar financial planning software.
• CFP Designation.

Responsibilities

• Direct support of CAPTRUST’s centralized financial planning process and program.
• Lead development and delivery of financial plans in client meetings.
• Work closely with financial advisors, client service, and peers on the Wealth Planning team.
• Advanced planning in eMoney; data entry as needed.
• Support business development activities with prospective clients.
• Train wealth team on eMoney and our planning approach.
• Contribute to ad hoc projects within required deadlines.
• Research and project initiatives.
• May work beyond normal hours; very minimal travel.

Skills

Strong communication skills

Strong interpersonal skills

Good organizational skills

Technology savvy

Microsoft Office

Education

Bachelor’s degree in related field

CFP Designation

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Centralized Wealth Planning Specialist who will work directly with our wealth management teams to provide client wealth management solutions and support the centralized financial planning model. This role includes onboarding new offices onto our wealth planning platform and delivering executive financial planning.

Responsibilities include collaborating with advisors, client service, and peers; advanced planning in eMoney; data entry; and contributing to new research and