Senior Wealth Planner - Centralized Financial Planning

CAPTRUST; Des Moines (IA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage

401(k) program with a 5% employer match

Job summary

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Des Moines to work closely with wealth management teams, providing client wealth management solutions and supporting the financial planning process.

The ideal candidate will have at least 8 years of industry experience, a Bachelor's degree in a related field, and proficiency in eMoney Advisor. Benefits include employee ownership opportunities and comprehensive health coverage.

Qualifications

• 8+ years relevant industry experience required.
• Strong background in financial planning strategies necessary.

Responsibilities

• Support CAPTRUST’s financial planning process.
• Lead development and delivery of financial plans.
• Collaborate with financial advisors and client service.

Skills

eMoney Advisor

Financial Planning

Communication Skills

Organizational Skills

Microsoft Office

Education

Bachelor’s degree in a related field

CFP Designation

Tools

Holistiplan

Job description

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Des Moines to work closely with wealth management teams, providing client wealth management solutions and supporting the financial planning process.

The ideal candidate will have at least 8 years of industry experience, a Bachelor's degree in a related field, and proficiency in eMoney Advisor. Benefits include employee ownership opportunities and comprehensive health coverage.