Wealth Planning Senior Associate

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

Responsibilities

CAPTRUST is seeking a

• 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 client's 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, when necessary, beyond normal working hours
• Very minimal travel expected

WHO are we looking for?

Responsibilities

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:

• 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 client's 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 deadlinesContribute to new research and project initiatives
• May work, when necessary, beyond normal working hours
• Very minimal travel expected

Qualifications

Minimum Qualifications:

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

Desired Qualifications/Skills

• Technology savvy, proficient with Microsoft Office
• In process of obtaining or already hold CFP designation
• Experience at a wealth management or financial planning advisory firm
• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)
• Compensation range (depending on location and experience): $75,000.00- $125,000.00

WHERE will you be working?

Open to multiple CAPTRUST Office Location

Due to the nature of the role, this is not a remote or work from home position.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled.