Senior Wealth Planning Specialist – Onsite

CAPTRUST; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) with 5% employer match

Job summary

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to support our wealth management teams in providing exceptional client solutions. This role involves direct support for our financial planning process and working closely with advisors and clients.

The ideal candidate will have over 8 years of relevant experience, be proficient in eMoney Advisor, and possess a CFP designation. CAPTRUST promotes a collaborative culture and offers a comprehensive Employee Benefits Package.

Qualifications

• 8+ years relevant industry experience.
• Experience with financial planning software.
• Ability to lead plan presentations.

Responsibilities

• Support CAPTRUST’s centralized financial planning process.
• Develop and deliver financial plans in client meetings.
• Assist with training on financial planning approach.

Skills

eMoney Advisor

Financial Planning for high net worth clients

Strong communication skills

Technology savvy

Organizational skills

Education

Bachelor’s degree in related field

CFP Designation

Tools

Microsoft Office

Job description

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to support our wealth management teams in providing exceptional client solutions. This role involves direct support for our financial planning process and working closely with advisors and clients.

The ideal candidate will have over 8 years of relevant experience, be proficient in eMoney Advisor, and possess a CFP designation. CAPTRUST promotes a collaborative culture and offers a comprehensive Employee Benefits Package.