Senior Wealth Planner | Client Solutions & Advisory

CAPTRUST; Brentwood (TN); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Employer 401(k) plan and company match

Health savings accounts

Flexible spending accounts

Voluntary supplemental plans

Company-paid life insurance

Short-term disability

Long-term disability

Paid time off (PTO) or Paid Sick Leave

Job summary

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This role includes support of our centralized financial planning model and onboarding new offices onto our wealth planning platform.

The position requires 2-4+ years of experience, proficiency in eMoney, and a path toward CFP designation.

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• 2-4+ years of relevant industry experience.
• Proficient in eMoney Advisor or similar financial planning software.
• Desire to pursue CFP designation.

Responsibilities

• Assist with the preparation, development, and delivery of client financial plans.
• Assist with training our wealth team on eMoney and our financial planning approach.
• Data entry as well as advanced planning in eMoney will be critical.
• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of client’s from new CAPTRUST offices.
• Will work closely with financial advisors, client service, and peers on the Wealth Planning team.
• Support business development activities with prospective clients.
• Assist with ad hoc projects within required deadlines.
• Contribute to new research and project initiatives.

Skills

Communication

Interpersonal skills

Organizational skills

Technology savvy

CFP designation

Education

Bachelor’s degree

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This role includes support of our centralized financial planning model and onboarding new offices onto our wealth planning platform.

The position requires 2-4+ years of experience, proficiency in eMoney, and a path toward CFP designation.