ResponsibilitiesDirect support of CAPTRUST's centralized financial planning process and programParticipate and lead the development and delivery of financial plans in client meetingsWill work closely with financial advisors, client service, and peers on the Wealth Planning teamAdvanced planning in eMoney will be critical. Data entry will be neededSupport business development activities with prospective clientsAssist with training our wealth team on eMoney and our financial planning approachAssist with ad hoc projects within required deadlinesContribute to new research and project initiativesMay work, when necessary, beyond normal working hoursVery minimal travel expectedWho are we looking for?CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients.QualificationsBachelor's degree in a related field or equivalent experience8+ years relevant industry experienceProficient in eMoney Advisor, Holistiplan, or similar financial planning softwareCFP DesignationDesired Qualifications/SkillsExperience with Financial Planning for high-net-worth clients including being able to lead a plan presentationStrong communication skills, both written and verbalStrong interpersonal skills, including being polished, courteous, professional, and patientGood organizational skills such as multi-tasking, adapting priorities, and meeting deadlinesStrong background/knowledge with financial planning strategiesTechnology savvy, proficient with Microsoft OfficeBenefitsEmployee ownership opportunitiesBrick Bonus success sharing programComprehensive health coverage + Personify Health wellness platform401(k) program with a 5% employer match + financial planning for colleaguesCompensation range (depending on location and experience): $90,000 - $130,000Where will you be working?ANY CAPTRUST office. Due to the nature of the role, this is not a remote or work-from-home position.Are you the next brick?Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/Diversity StatementAt 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.This position will remain open until filled.#J-18808-Ljbffr