Senior Wealth Planning Associate

Overview

WHO are we looking for?

An energetic and highly motivated Senior Wealth Planning Associate who 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. This role offers a competitive salary, hands‑on planning experience, and expanding responsibilities within a rapidly growing firm. Advanced proficiency in eMoney is required, as this role will be heavily involved in building, modeling, and presenting financial plans.

Responsibilities

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, and action items related to client service, client meetings, and client reviews; deliver results directly to clients and/or prepare senior advisors for delivery
• Responsible for collecting client financial data, organizing documentation, and entering information into WealthView/eMoney financial planning software; summarize insights and communicate planning outputs to senior advisors
• Prepare for client meetings (independently or alongside senior advisors) by leveraging centralized resources to provide investment performance updates, market commentary, economic outlooks, and other relevant client materials
• Attend client meetings as requested by senior advisors to support notetaking, planning discussions, follow-up items, and ongoing relationship management
• Respond promptly and professionally to incoming requests for information from clients and prospective clients
• Communicate strategy updates, procedural changes, or other relevant firm information to clients as appropriate
• Participate in and lead portions of the financial planning development process, including presenting planning concepts and outputs in client meetings
• Work closely with financial advisors, client service teams, and peers within the Wealth Planning team to support collaborative, high-quality client outcomes
• Advanced planning in eMoney will be essential; accurate and timely data entry will be required
• Support business development activities by preparing materials, conducting research, and participating in prospective client conversations
• Assist with ad hoc projects and initiatives within required deadlines
• Willingness to work beyond normal business hours when necessary to meet client or project needs

Qualifications

Minimum Qualifications:

• Bachelor’s degree in related field or equivalent experience
• 1-5 years relevant industry experience
• Proficient in eMoney Advisor or similar financial planning software
• Certified Financial Planner® designation or ability and desire to obtain

Desired Qualifications/Skills:

• Expert skill level in Microsoft Excel and Word
• Ability to quickly learn new computer programs and processes
• High level of organization and attention to detail
• Ability to prioritize tasks and to manage multiple reporting relationships
• Strong communication skills
• Outstanding client service skills
• Team player, collaborative, able to work with others
• Experience with Microsoft Dynamics CRM software a plus
• Experience with project management or process improvement a plus

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 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 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)

WHERE will you be working?

1116 South Main St | Greenville, SC 29601

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 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 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.