Wealth Planning Senior Specialist

CAPTRUST; Des Moines (IA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage

401(k) program with a 5% employer match

Job summary

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Des Moines to work closely with wealth management teams, providing client wealth management solutions and supporting the financial planning process.

The ideal candidate will have at least 8 years of industry experience, a Bachelor's degree in a related field, and proficiency in eMoney Advisor. Benefits include employee ownership opportunities and comprehensive health coverage.

Qualifications

• 8+ years relevant industry experience required.
• Strong background in financial planning strategies necessary.

Responsibilities

• Support CAPTRUST’s financial planning process.
• Lead development and delivery of financial plans.
• Collaborate with financial advisors and client service.

Skills

eMoney Advisor

Financial Planning

Communication Skills

Organizational Skills

Microsoft Office

Education

Bachelor’s degree in a related field

CFP Designation

Tools

Holistiplan

Job description

Responsibilities

• Direct support of CAPTRUST’s centralized financial planning process and program
• Participate and lead the development and delivery of financial plans in client meetings
• Will work closely with financial advisors, client service, and peers on the Wealth Planning team
• Advanced planning in eMoney will be critical. Data entry will be needed
• Support business development activities with prospective clients
• Assist with training our wealth team on eMoney and our financial planning approach
• 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?

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management 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.

Qualifications

• Bachelor’s degree in a related field or equivalent experience
• 8+ years relevant industry experience
• Proficient in eMoney Advisor, Holistiplan, or similar financial planning software
• CFP Designation

Desired Qualifications/Skills

• Experience with Financial Planning for high-net-worth clients including being able to lead a plan presentation
• Strong communication skills, both written and verbal
• Strong interpersonal skills, including being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
• Strong background/knowledge with financial planning strategies
• Technology savvy, proficient with Microsoft Office

Benefits

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
• Compensation range (depending on location and experience): $90,000 - $130,000

Where will you be working?

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

Are you the next brick?

• 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.

This position will remain open until filled.