Wealth Planning Senior Specialist

CAPTRUST; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) program with a 5% employer match

Job summary

CAPTRUST is hiring a Centralized Wealth Planning Senior Specialist to support wealth management solutions for clients. You will directly collaborate with wealth management teams to enhance financial planning strategies and onboarding processes.

This role demands a strong background in financial planning, particularly with high net worth clients, and proficiency in eMoney software. A bachelor’s degree and CFP designation are required. The position is located in any CAPTRUST office, with a competitive compensation package ranging from $90,000 to $130,000.

Qualifications

• 8+ years of relevant industry experience required.
• Experience in leading financial planning presentations.
• Ability to train staff on financial planning software.

Responsibilities

• Support CAPTRUST’s centralized financial planning process.
• Lead development and delivery of financial plans.
• Assist with business development activities.

Skills

Proficient in eMoney Advisor

Strong communication skills

Organizational skills

Technology savvy

Education

Bachelor's degree in related field or equivalent experience

CFP Designation

Tools

Microsoft Office

Job description

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.

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
• 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

Minimum Qualifications

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

Desired Qualifications

• 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
• 401(k) program with a 5% employer match + financial planning for colleagues
• Compensation range (depending on location and experience): $90,000 - $130,000

Location

ANY CAPTRUST office. This is not a remote or work from home position. #LI-Onsite

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.