CAPTRUST · 5 days ago
Wealth Planning Associate
Raleigh, NC
Full-time
Onsite
New Grad, Entry LevelCAPTRUST is seeking a Wealth Planning Associate who will work directly with their wealth advisory teams to provide client and prospective client wealth management solutions. The role involves supporting financial planning processes, onboarding new offices, and developing strategies to enhance client service.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Alicia Valdez
Responsibilities
Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices
Data entry in eMoney will be critical
Support business development activities
Learn and become fluent in eMoney
Learn and develop financial planning knowledge and skills
Assist with training our wealth team on eMoney and our financial planning approach
Will work closely with financial advisors, client service, and peers on the Wealth Planning team
Contribute to new research, project initiatives and ad hoc projects within required deadlines
Support of CAPTRUST’s centralized financial planning process and Executive Advice Service
May work, when necessary, beyond normal working hours
Qualification
Required
Bachelor's degree in related field or equivalent experience
Preferred
Technology savvy, proficient with Microsoft Office
Knowledge of or exposure to eMoney or similar financial planning software
Desire to pursue CFP designation
Experience at a wealth management or financial planning advisory firm
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
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.
Founded in 1989
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