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60 Captrust Financial Planning Associate Jobs Hiring Near You

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... CAPTRUST offices * Will work closely with financial advisors, client service, and peers on the ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC

$75K - $125K/yr

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth ... CAPTRUST offices * Will work closely with financial advisors, client service, and peers on the ...

CAPTRUST

Senior Wealth Financial Planner

Boston, MA · On-site

$150K - $200K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Mentor and support associate advisors and planning team members, sharing best practices and ...

CAPTRUST

Senior Financial Planner

New Hyde Park, NY · On-site

$150K - $200K/yr

Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with ...

CAPTRUST

Senior Wealth Financial Planner

Boston, MA · On-site

$150K - $200K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to ... Mentor and support associate advisors and planning team members, sharing best practices and ...

CAPTRUST

Senior Financial Planner

New Hyde Park, NY

$150K - $200K/yr

Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with ...

CAPTRUST

Wealth Financial Advisor

Phoenix, AZ · On-site

CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...

CAPTRUST

Wealth Financial Advisor

Phoenix, AZ

CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk ...

CAPTRUST

Associate | Relationship Management

Brentwood, TN · On-site

$37K - $47K/yr

CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level ... Ensure all client data is complete, organized, and ready for planning Financial Planning Support

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

Prepare client meeting materials, customized reports, financial planning inputs, investment ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ

$36K - $45K/yr

Provide support for comprehensive financial planning clients by gathering and entering client data ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY

$175K - $225K/yr

Deep expertise in holistic financial planning * Bachelor's degree from an accredited institution WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

Prepare client meeting materials, customized reports, financial planning inputs, investment ... At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding ...

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Wealth Planning Senior Associate

CAPTRUST

Raleigh, NC • On-site

$75K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST 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:
Responsibilities
  • Assist with the preparation, development, and delivery of client financial plans
  • Assist with training our wealth team on eMoney and our financial planning approach
  • Data entry as well as advanced planning in eMoney will be critical
  • Support the transition of client's financial planning data into our system, eMoney, specifically the data of client's from new CAPTRUST offices
  • Will work closely with financial advisors, client service, and peers on the Wealth Planning team
  • Support business development activities with prospective clients
  • 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
  • 2-4+ years of relevant industry experience
  • Proficient in eMoney Advisor or similar financial planning software
  • Desire to pursue CFP designation

Desired Qualifications/Skills:
  • Technology savvy, proficient with Microsoft Office
  • In process of obtaining or already hold 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.
  • 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)
  • Compensation range (depending on location and experience): $75,000.00- $125,000.00

WHERE will you be working?
Open to multiple CAPTRUST Office Location
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. #associate
This position will remain open until filled.

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