Wealth Planning Pro: Client Solutions & Growth

CAPTRUST; Phoenix (AZ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

401(k) with company match

Paid time off

Job summary

CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices onto our planning platform, and executive financial planning with our wealth advisory teams in Phoenix and across CAPTRUST offices. You will assist with client plans, training on eMoney, data entry, and collaboration with advisors, client service, and peers.

The role requires strong communication, CFP pursuit, and commitment to client service; office-based work with minimal

Qualifications

• Bachelor's degree or equivalent experience.
• 2-4+ years of relevant industry experience.
• Proficient in eMoney Advisor or similar financial planning software.
• Desire to pursue CFP designation.

Responsibilities

• Assist with the preparation, development, and delivery of client financial plans.
• Assist with training our wealth team on eMoney and our financial planning approach.
• Data entry as well as advanced planning in eMoney will be critical.
• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices.
• Will work closely with financial advisors, client service, and peers on the Wealth Planning team.
• Support business development activities with prospective clients.
• Assist with ad hoc projects within required deadlines.
• Contribute to new research and project initiatives.
• May work beyond normal working hours.
• Very minimal travel expected.

Skills

Strong communication

Strong interpersonal

Good organizational

Multi-tasking

Education

Bachelor's degree or equivalent experience

CFP designation in process

Tools

Microsoft Office

eMoney Advisor

Job description

CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices onto our planning platform, and executive financial planning with our wealth advisory teams in Phoenix and across CAPTRUST offices. You will assist with client plans, training on eMoney, data entry, and collaboration with advisors, client service, and peers.

The role requires strong communication, CFP pursuit, and commitment to client service; office-based work with minimal