CAPTRUST · 6 hours ago
Wealth Planning Associate
Greenville, SC
Full-time
Onsite
Entry Level
1+ years expCAPTRUST is a wealth management firm seeking an energetic Wealth Planning Associate to deliver high-level customer service to clients. The role involves managing client service projects, preparing for client meetings, and collaborating with financial advisors to develop financial plans.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeeymi Aguilar Escobar
Responsibilities
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 delivery
Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output
Prepare 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 clients
Attend client meetings as requested by senior advisors
Respond to incoming requests for additional information from clients and prospective clients
Communicate to clients, changes in strategies, procedures, or other relevant information as appropriate
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 ad hoc projects within required deadlines
May work, when necessary, beyond normal working hours
Qualification
Required
Bachelor's degree in related field or equivalent experience
1-3 years relevant industry experience
Proficient in eMoney Advisor or similar financial planning software
Certified Financial Planner® designation or ability and desire to obtain
Preferred
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
Benefits
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)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase