CAPTRUST · 2 weeks ago
Wealth Planning Senior Associate
US-NC-Raleigh
Full-time
Onsite
Mid, Senior Level
3+ years expCAPTRUST 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. The role involves preparing and delivering client financial plans, supporting the onboarding of new offices, and contributing to business development activities.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
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
Qualification
Required
Bachelor's degree in related field or equivalent experience
3+ years of relevant industry experience
Proficient in eMoney Advisor or similar financial planning software
CFP designation or in process of obtaining designation
Preferred
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
Strong background/knowledge with financial planning strategies
Technology savvy, proficient with Microsoft Office
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