Senior Wealth Planner - Centralized Financial Planning

CAPTRUST; Wichita (KS); 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 seeking a Centralized Wealth Planning Senior Specialist to support our wealth management teams in delivering comprehensive solutions to clients. The role involves direct support of financial planning processes, developing and leading financial plans during client meetings, and contributing to strategic initiatives.

This position requires a Bachelor’s degree, 8+ years of experience, and expertise in financial planning software like eMoney. The role is based in any CAPTRUST office and is not remote.

Qualifications

• 8+ years relevant industry experience.
• CFP Designation required.
• Experience with high-net-worth clients.

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

Financial Planning

Communication Skills

Interpersonal Skills

Organizational Skills

Technology Proficiency

Education

Bachelor’s degree in a related field

Tools

eMoney Advisor

Holistiplan

Microsoft Office

Job description

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to support our wealth management teams in delivering comprehensive solutions to clients. The role involves direct support of financial planning processes, developing and leading financial plans during client meetings, and contributing to strategic initiatives.

This position requires a Bachelor’s degree, 8+ years of experience, and expertise in financial planning software like eMoney. The role is based in any CAPTRUST office and is not remote.