Wealth Planning Senior Associate

Wealth Planning Senior AssociateCAPTRUST is seeking a Wealth Planning Senior 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:Assist with the preparation, development, and delivery of client financial plansAssist with training our wealth team on eMoney and our financial planning approachData entry as well as advanced planning in eMoney will be criticalSupport the transition of client's financial planning data into our system, eMoney, specifically the data of client's from new CAPTRUST officesWill work closely with financial advisors, client service, and peers on the Wealth Planning teamSupport business development activities with prospective clientsAssist with ad hoc projects within required deadlinesContribute to new research and project initiativesMay work, when necessary, beyond normal working hoursVery minimal travel expectedMinimum Qualifications:Bachelor's degree in related field or equivalent experience2-4+ years of relevant industry experienceProficient in eMoney Advisor or similar financial planning softwareDesire to pursue CFP designationDesired Qualifications/Skills:Technology savvy, proficient with Microsoft OfficeIn process of obtaining or already hold CFP designationExperience at a wealth management or financial planning advisory firmStrong communication skills, both written and verbalStrong interpersonal skills, includes being polished, courteous, professional, and patientGood organizational skills such as multi-tasking, adapting priorities, and meeting deadlinesOur 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.Company discretionary bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periodsPaid time off (PTO) or Paid Sick Leave (PSL)Compensation range (depending on location and experience): $75,000.00- $125,000.00Open to multiple CAPTRUST Office LocationDue to the nature of the role, this is not a remote or work from home position. #LI-OnsiteWe 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.Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityAt 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.