Wealth Planning Associate — Data-Driven Advisor Support

Captrust; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Health/dental/vision insurance

401(k) plan with company match

Health Savings Accounts

Flexible Spending Accounts

Voluntary supplemental plans

Life insurance

Short/Long-term disability

Paid time off

Job summary

CAPTRUST seeks a Wealth Planning Associate to work with our wealth advisory teams, supporting financial planning workflows and onboarding offices onto our planning platform. You will help with data entry in eMoney and develop financial planning knowledge while collaborating with advisors and client service staff.

Ideal candidates have a bachelor’s degree or equivalent experience and strong communication skills. Knowledge of eMoney and CFP pursuit is a plus; some roles may require flexible hours.

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• Familiarity with eMoney or similar financial planning software preferred.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Assist with client wealth management workflows and planning processes.
• Support onboarding of new offices to the wealth planning platform.
• Enter and manage client data in eMoney accurately.
• Collaborate with wealth advisors and client service teams.
• Contribute to research, projects and deadlines within required timelines.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multi-tasking

Education

Bachelor’s degree

Tools

eMoney

Microsoft Office

Job description

CAPTRUST seeks a Wealth Planning Associate to work with our wealth advisory teams, supporting financial planning workflows and onboarding offices onto our planning platform. You will help with data entry in eMoney and develop financial planning knowledge while collaborating with advisors and client service staff.

Ideal candidates have a bachelor’s degree or equivalent experience and strong communication skills. Knowledge of eMoney and CFP pursuit is a plus; some roles may require flexible hours.