Senior Wealth Planning Specialist – Onsite

CAPTRUST; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

401(k) program with 5% employer match

Brick Bonus success sharing program

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Chicago, IL, to work with wealth management teams on financial planning solutions. The role involves supporting financial processes, leading plan presentations, and collaborating with advisors. Ideal candidates will have a relevant degree, 8+ years of experience, and proficiency in eMoney Advisor.

Compensation ranges from $90,000 to $130,000 with benefits including a 401(k) employer match and employee ownership opportunities. This is an in-office position requiring strong communication and organizational skills.

Qualifications

• 8+ years relevant industry experience.
• Strong interpersonal skills with professionalism.
• Experience in advanced financial planning workflows.

Responsibilities

• Direct support of financial planning processes.
• Lead preparation and delivery of client financial plans.
• Assist with onboarding new offices onto the wealth planning platform.

Skills

Financial Planning for high net worth clients

Proficient in eMoney Advisor

Strong communication skills

Organizational skills

Technology savvy

Education

Bachelor’s degree in related field

CFP Designation

Tools

eMoney Advisor

Microsoft Office

Job description

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Chicago, IL, to work with wealth management teams on financial planning solutions. The role involves supporting financial processes, leading plan presentations, and collaborating with advisors. Ideal candidates will have a relevant degree, 8+ years of experience, and proficiency in eMoney Advisor.

Compensation ranges from $90,000 to $130,000 with benefits including a 401(k) employer match and employee ownership opportunities. This is an in-office position requiring strong communication and organizational skills.