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.ResponsibilitiesDirect support of CAPTRUST's centralized financial planning process and programParticipate and lead the development and delivery of financial plans in client meetingsWork 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 expectedMinimum QualificationsBachelor's degree in related field or equivalent experience8+ years relevant industry experienceProficient in eMoney Advisor or similar financial planning softwareCFP DesignationDesired QualificationsExperience 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 program401(k) program with a 5% employer match + financial planning for colleaguesCompensation range (depending on location and experience): $90,000 - $130,000LocationANY CAPTRUST office. This is not a remote or work from home position. #LI-OnsiteEEO/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.#J-18808-Ljbffr