Senior Wealth Planning Associate — Growth & Client Impact

CAPTRUST; Houston (TX); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision; 401(k)

Life insurance and disability coverage

Paid time off

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 includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients.

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 and advanced planning in eMoney will be critical.
• Support the transition of client's financial planning data into our system, eMoney, for new CAPTRUST offices.
• Work closely with financial advisors, client service, and peers on the Wealth Planning team.

Skills

CFP designation

Education

Bachelor's degree or equivalent

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 includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients.