Senior Wealth Planning Specialist – Onsite

CAPTRUST; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

401(k) with 5% employer match

Brick Bonus success sharing program

Job summary

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to work closely with wealth management teams in Denver. This role involves providing comprehensive financial planning solutions, onboarding new offices, and assisting with client development activities. The ideal candidate will have over 8 years of industry experience and a CFP designation. This is an onsite position with limited travel expected.

The role offers a competitive salary ranging from $90,000 to $130,000, dependent on qualifications and location.

Qualifications

• 8+ years relevant industry experience.
• Proficiency in leading financial plan presentations for high net worth clients.

Responsibilities

• Direct support of CAPTRUST’s centralized financial planning process.
• Lead the development and delivery of financial plans in client meetings.
• Support business development activities with prospective clients.

Skills

Advanced planning in eMoney

Communication skills

Interpersonal skills

Organizational skills

Financial planning strategies

Technology savvy

Education

Bachelor's degree in related field

CFP Designation

Tools

eMoney Advisor

Microsoft Office

Job description

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to work closely with wealth management teams in Denver. This role involves providing comprehensive financial planning solutions, onboarding new offices, and assisting with client development activities. The ideal candidate will have over 8 years of industry experience and a CFP designation. This is an onsite position with limited travel expected.

The role offers a competitive salary ranging from $90,000 to $130,000, dependent on qualifications and location.