Wealth Planning Associate

Overview

WHO are we looking for?

CAPTRUST is seeking a Wealth Planning Associate who will work directly with our wealth advisory 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

• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices
• Data entry in eMoney will be critical
• Support business development activities
• Learn and become fluent in eMoney
• Learn and develop financial planning knowledge and skills
• Assist with training our wealth team on eMoney and our financial planning approach
• Will work closely with financial advisors, client service, and peers on the Wealth Planning team
• Contribute to new research, project initiatives and ad hoc projects within required deadlines
• Support of CAPTRUST’s centralized financial planning process and Executive Advice Service
• May work, when necessary, beyond normal working hours

Qualifications

Minimum Qualifications:

• Bachelor’s degree in related field or equivalent experience
• Desired Qualifications/Skills: Technology savvy, proficient with Microsoft Office
• Knowledge of or exposure to eMoney or similar financial planning software
• Desire to pursue CFP designation
• Experience at a wealth management or financial planning advisory firm
• 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
• 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:
• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• WHERE will you be working?
• 4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
• Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
• 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. #entry
• This position will remain open until filled.

Responsibilities

• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices
• Data entry in eMoney will be critical
• Support business development activities
• Learn and become fluent in eMoney
• Learn and develop financial planning knowledge and skills
• Assist with training our wealth team on eMoney and our financial planning approach
• Will work closely with financial advisors, client service, and peers on the Wealth Planning team
• Contribute to new research, project initiatives and ad hoc projects within required deadlines
• Support of CAPTRUST’s centralized financial planning process and Executive Advice Service
• May work, when necessary, beyond normal working hours

Qualifications

Minimum Qualifications:

• Bachelor’s degree in related field or equivalent experience
• Desired Qualifications/Skills: Technology savvy, proficient with Microsoft Office
• Knowledge of or exposure to eMoney or similar financial planning software
• Desire to pursue CFP designation
• Experience at a wealth management or financial planning advisory firm
• 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
• 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:
• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• WHERE will you be working?
• 4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
• Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
• 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. #entry
• This position will remain open until filled.