Wealth Planning Senior Associate — Client Plans & eMoney Expert

CAPTRUST; San Antonio (TX); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan and company match

Health savings accounts

Flexible spending accounts

Life insurance (company-paid)

Paid time off

Job summary

CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices, and executive financial planning. You will work with wealth advisory teams to provide client and prospective client wealth management solutions.

The role emphasizes data entry in eMoney, collaboration with advisors, and development of planning workflows. Travel is minimal, and onsite office locations are available in multiple CAPTRUST offices.

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 and advanced planning in eMoney
• Support the transition of client financial planning data into our system, eMoney
• Collaborate with financial advisors, client service, and 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

Communication skills

Interpersonal skills

Organizational skills

Technology savvy

Microsoft Office

Education

Bachelor's degree or equivalent experience

Desire to pursue CFP designation

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices, and executive financial planning. You will work with wealth advisory teams to provide client and prospective client wealth management solutions.

The role emphasizes data entry in eMoney, collaboration with advisors, and development of planning workflows. Travel is minimal, and onsite office locations are available in multiple CAPTRUST offices.