Wealth Planning Senior Specialist

CAPTRUST; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Comprehensive health coverage

401(k) program with 5% employer match

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to support their financial planning process. The role involves collaborating with wealth management teams to deliver client solutions and requires over 8 years of relevant experience, alongside proficiency in eMoney Advisor.

The position, based in any CAPTRUST office, offers a competitive salary range of $90,000 - $130,000, employee ownership opportunities, and comprehensive health coverage.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• Minimum of 8 years of experience in the financial planning industry.
• Proficiency in eMoney Advisor or similar financial planning software.

Responsibilities

• Support CAPTRUST’s centralized financial planning process.
• Lead the development of financial plans in client meetings.
• Work closely with financial advisors on the Wealth Planning team.

Skills

Proficient in eMoney Advisor

Strong communication skills

Good organizational skills

Technology savvy

Education

Bachelor’s degree in a related field

8+ years relevant industry experience

CFP Designation

Tools

Holistiplan

Microsoft Office

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.