Senior Wealth Planner - Centralized Financial Planning

CAPTRUST; Salt Lake City (UT); 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 5% employer match

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Salt Lake City. This role involves direct support of financial planning processes and collaboration with wealth management teams to provide client solutions.

The ideal candidate will have a bachelor’s degree, over 8 years of industry experience, and proficiency in eMoney Advisor. Benefits include comprehensive health coverage and a 401(k) plan.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• 8+ years relevant industry experience required.
• Proficient in eMoney Advisor, Holistiplan, or similar financial planning software.
• CFP Designation is essential.

Responsibilities

• Direct support of centralized financial planning processes.
• Lead the development of financial plans in client meetings.
• Work closely with financial advisors and client service teams.
• Support business development with prospective clients.

Skills

Communication skills

Interpersonal skills

Organization skills

Financial planning strategies

Proficiency in Microsoft Office

Education

Bachelor's degree in a related field

8+ years relevant industry experience

CFP Designation

Tools

eMoney Advisor

Holistiplan

Job description

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Salt Lake City. This role involves direct support of financial planning processes and collaboration with wealth management teams to provide client solutions.

The ideal candidate will have a bachelor’s degree, over 8 years of industry experience, and proficiency in eMoney Advisor. Benefits include comprehensive health coverage and a 401(k) plan.