Wealth Planning Senior Specialist

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

Qualifications

• Minimum Qualifications: Bachelor’s degree in related field or equivalent experience
  8+ years relevant industry experience
  Proficient in eMoney Advisor, Holistiplan, or similar financial planning software
  CFP Designation (Desired)
• 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

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.

Employee Benefits Package

• 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

WHERE will you be working?

ANY CAPTRUST office

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
  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
  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.