Senior Wealth Planning Associate

WHO are we looking for?An energetic Wealth Planning Associatewho will deliver high-level customer service to clients of the firm. The Relationship Management Planning Associate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for deliveryResponsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/outputPrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clientsAttend client meetings as requested by senior advisorsRespond to incoming requests for additional information from clients and prospective clientsCommunicate to clients, changes in strategies, procedures, or other relevant information as appropriateParticipate and lead the development and delivery of financial plans in client meetingsWill work closely with financial advisors, client service, and peers on the Wealth Planning teamAdvanced planning in eMoney will be critical. Data entry will be neededSupport business development activities with prospective clientsAssist with ad hoc projects within required deadlinesMay work, when necessary, beyond normal working hoursMinimum Qualifications:Bachelor’s degree in related field or equivalent experience1-3 years relevant industry experienceProficient in eMoney Advisor or similar financial planning softwareCertified Financial Planner® designation or ability and desire to obtainDesired Qualifications/Skills:Expert skill level in Microsoft Excel and WordAbility to quickly learn new computer programs and processesHigh level of organization and attention to detailAbility to prioritize tasks and to manage multiple reporting relationshipsStrong communication skillsOutstanding client service skillsTeam player, collaborative, able to work with othersExperience with Microsoft Dynamics CRM software a plusExperience with project management or process improvement a plusWHAT 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 place 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.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)WHERE will you be working?1116 South Main St | Greenville, SC 29601Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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 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 objectivityEEO/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. #associateThis position will remain open until filled.

Created: 2026-01-29