Wealth Planning Senior Associate: Client Solutions

CAPTRUST; Indianapolis (IN); 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 with companymatch

Health savings accounts

Flexible spending accounts

Life insurance

Paid time off

Job summary

CAPTRUST is seeking a Wealth Planning Senior Associate who will work with wealth advisory teams to provide client and prospective client wealth management solutions. This role supports a centralized financial planning model and onboarding new offices onto the wealth planning platform.

Primary responsibilities include planning delivery, data entry in eMoney, and collaboration with advisors. The position requires a Bachelor's degree and 2–4+ years of experience, with CFP designation pursued.

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.

Skills

Wealth management

CFP pursuit

Communication skills

Microsoft Office

Education

Bachelor's degree

2-4+ years experience

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Wealth Planning Senior Associate who will work with wealth advisory teams to provide client and prospective client wealth management solutions. This role supports a centralized financial planning model and onboarding new offices onto the wealth planning platform.

Primary responsibilities include planning delivery, data entry in eMoney, and collaboration with advisors. The position requires a Bachelor's degree and 2–4+ years of experience, with CFP designation pursued.