Strategic Wealth Planner — Centralized Financial Planning

Captrust; Sacramento (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) program with employer match

Financial planning for colleagues

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Specialist to join our wealth management teams in Sacramento, CA. You will support the centralized financial planning model, onboard new offices to our platform, and contribute to executive financial planning, workflows, and client solutions.

You will work closely with financial advisors and client service teams, require proficiency in eMoney Advisor, and bring CFP certification and 5+ years of industry experience.

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.
• Participate and lead the development and delivery of financial plans in client meetings.
• Work closely with financial advisors, client service, and Wealth Planning peers.
• Advise on advanced planning and data entry within eMoney.
• Support business development activities with prospective clients.
• Assist training of wealth team on eMoney and planning approaches.
• Contribute to ad hoc projects and research initiatives.
• May work beyond normal hours; minimal travel expected.

Skills

Strong communication

Interpersonal skills

Organizational skills

Financial planning knowledge

Tech savvy

Multi-tasking

Education

Bachelor’s degree or equivalent

CFP Designation

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Centralized Wealth Planning Specialist to join our wealth management teams in Sacramento, CA. You will support the centralized financial planning model, onboard new offices to our platform, and contribute to executive financial planning, workflows, and client solutions.

You will work closely with financial advisors and client service teams, require proficiency in eMoney Advisor, and bring CFP certification and 5+ years of industry experience.