Senior Wealth Planner - Centralized Financial Planning

CAPTRUST; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Comprehensive health coverage

401(k) program with 5% employer match

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to support their financial planning process. The role involves collaborating with wealth management teams to deliver client solutions and requires over 8 years of relevant experience, alongside proficiency in eMoney Advisor.

The position, based in any CAPTRUST office, offers a competitive salary range of $90,000 - $130,000, employee ownership opportunities, and comprehensive health coverage.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• Minimum of 8 years of experience in the financial planning industry.
• Proficiency in eMoney Advisor or similar financial planning software.

Responsibilities

• Support CAPTRUST’s centralized financial planning process.
• Lead the development of financial plans in client meetings.
• Work closely with financial advisors on the Wealth Planning team.

Skills

Proficient in eMoney Advisor

Strong communication skills

Good organizational skills

Technology savvy

Education

Bachelor’s degree in a related field

8+ years relevant industry experience

CFP Designation

Tools

Holistiplan

Microsoft Office

Job description

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to support their financial planning process. The role involves collaborating with wealth management teams to deliver client solutions and requires over 8 years of relevant experience, alongside proficiency in eMoney Advisor.

The position, based in any CAPTRUST office, offers a competitive salary range of $90,000 - $130,000, employee ownership opportunities, and comprehensive health coverage.