Senior Wealth Planning Specialist – Onsite, CFP

Captrust; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) with employer match

Job summary

CAPTRUST seeks a Centralized Wealth Planning Specialist to support the centralized financial planning model, onboard offices onto the wealth planning platform, and deliver financial plans in client meetings.

You will collaborate with financial advisors, client service, and the Wealth Planning team, with strong proficiency in eMoney and data entry. Travel is minimal; CFP designation preferred.

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• 5+ years relevant industry experience.
• Proficient in eMoney Advisor or similar financial planning software.
• CFP Designation.

Responsibilities

• Direct support of CAPTRUST’s centralized financial planning process and program.
• Lead development and delivery of financial plans in client meetings.
• Work closely with financial advisors, client service, and Wealth Planning team.
• Data entry in eMoney will be required.
• Support business development activities with prospective clients.
• Train wealth team on eMoney and our financial planning approach.
• Assist with ad hoc projects within required deadlines.
• Contribute to new research and project initiatives.
• May work beyond normal working hours; very minimal travel.

Skills

communication skills

interpersonal skills

organizational skills

financial planning strategies

Microsoft Office

Education

Bachelor’s degree

CFP designation

Tools

eMoney Advisor

Job description

CAPTRUST seeks a Centralized Wealth Planning Specialist to support the centralized financial planning model, onboard offices onto the wealth planning platform, and deliver financial plans in client meetings.

You will collaborate with financial advisors, client service, and the Wealth Planning team, with strong proficiency in eMoney and data entry. Travel is minimal; CFP designation preferred.