CAPTRUST is seeking a Centralized Wealth Planning Senior 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. 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 Very minimal travel expected Minimum Qualifications Bachelor’s degree in related field or equivalent experience 8+ years relevant industry experience Proficient in eMoney Advisor or similar financial planning software CFP Designation Desired Qualifications 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 Benefits 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): $90,000 - $130,000 Location ANY CAPTRUST office. This is not a remote or work from home position. #LI-Onsite 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. #J-18808-Ljbffr
Wealth Planning Senior Specialist • San Diego, CA, United States
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