Wealth Planning Senior Associate — Onsite Growth & CFP Path

Captrust; Raleigh (NC); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Paid time off

Life insurance

Job summary

CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver client wealth management solutions and support our centralized financial planning model. Responsibilities include preparing client financial plans, training on eMoney, data entry, onboarding offices onto the planning platform, and assisting with business development.

Bachelor’s degree or equivalent experience, 2–4+ years of experience, proficiency in eMoney, and CFP designation

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 will be critical.
• Support the transition of client financial planning data into our system, eMoney.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multi-tasking

Education

Bachelor’s degree or equivalent experience

CFP designation in progress

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver client wealth management solutions and support our centralized financial planning model. Responsibilities include preparing client financial plans, training on eMoney, data entry, onboarding offices onto the planning platform, and assisting with business development.

Bachelor’s degree or equivalent experience, 2–4+ years of experience, proficiency in eMoney, and CFP designation