Compensation range (depending on location and experience): $90,000 - $130,000
Employer job description
From CAPTRUST's posting. “We” and “our” refer to the employer.
Overview
WHO are we looking for?
CAPTRUST is seeking a Centralized Wealth Planning Specialis t 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
Qualifications
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
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Compensation range (depending on location and experience): $90,000 - $130,000
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. #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.
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
Qualifications
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
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Compensation range (depending on location and experience): $90,000 - $130,000
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. #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.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
