CAPTRUST · 4 days ago
Senior Wealth Planning Associate
Greenville, SC
Full-time
Onsite
Mid, Senior Level
1+ years expCAPTRUST is a wealth management and institutional advisory firm seeking a Senior Wealth Planning Associate to deliver high-level customer service to clients. The role involves managing client projects, preparing for meetings, and collaborating with financial advisors to provide comprehensive financial planning services.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeeymi Aguilar Escobar
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
Qualification
Required
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
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