Wealth Planning Specialist

Captrust; Sacramento (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

401(k) program with employer match

Financial planning for colleagues

Job summary

CAPTRUST is seeking a Centralized Wealth Planning Specialist to join our wealth management teams in Sacramento, CA. You will support the centralized financial planning model, onboard new offices to our platform, and contribute to executive financial planning, workflows, and client solutions.

You will work closely with financial advisors and client service teams, require proficiency in eMoney Advisor, and bring CFP certification and 5+ years of industry experience.

Qualifications

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

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 Wealth Planning peers.
• Advise on advanced planning and data entry within eMoney.
• Support business development activities with prospective clients.
• Assist training of wealth team on eMoney and planning approaches.
• Contribute to ad hoc projects and research initiatives.
• May work beyond normal hours; minimal travel expected.

Skills

Strong communication

Interpersonal skills

Organizational skills

Financial planning knowledge

Tech savvy

Multi-tasking

Education

Bachelor’s degree or equivalent

CFP Designation

Tools

eMoney Advisor

Job description

CAPTRUST is seeking a Centralized Wealth Planning 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. Primary responsibilities may include the following, among others:

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

Minimum Qualifications:

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

Desired Qualifications/Skills:

• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes 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

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• 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): $85,000 - $120,000

WHERE will you be working?

700 North Saint Mary's St. Suite | 100 San Antonio, Texas 78205

5314 Maryland Way Suite 300 | Brentwood, Tennessee 37027

740 University Avenue | Sacramento, California 95825

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• 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. #mid-senior

This position will remain open until filled.