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Location

Allentown, PA | United States

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Job description

WHO are we looking for?

CAPTRUST is seeking a Wealth Planning Associate who has a passion for working with a team to deliver excellent client service. The ideal candidate will be looking to take their career to the next level by working with a highly experienced team and Ultra-High Net Worth clients with greater than $25 million net worth. The key drivers of success are excellent teamwork, follow-through, time management skills, communication, and attention to detail. This opportunity is for a candidate looking to grow under the mentorship of an industry-leading team of experts in the areas of multigenerational wealth planning, estate and business preservation, wealth management and life insurance.

• Compile, organize, interpret, and analyze financial data to provide excellent client service
• Manage CRM system for workflow management and maintaining client records in accordance with CAPTRUST, industry, and regulatory compliance
• Assist in the life insurance review process, and communicate with clients as needed
• Implement financial changes for the client consistent with their goals and needs
• Work directly with third party providers to coordinate client service
• Ensure that plan changes are coordinated with the client’s overall wealth and estate planning

• 2+ years of experience working in a client service or administrative role
• FINRA licenses Series 6 and 63, and Life Insurance License (or ability to attain within 3-6 months)
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Ability to design and utilize spreadsheets using formulas

Desired Qualifications/Skills:

• Strong desire to work as part of a collaborative team
• Exceptionally organized and detail oriented
• Ability to prioritize time-sensitive client needs and longer-term projects and effectively communicate updates with the team
• Strong communication and interpersonal skills 

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

 

600 Hamilton St #900 | Allentown, PA 18101

 

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

 

HOW do we build a world class organization one brick at a time?

 

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

 

Are you the next brick?

 

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
•  Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Employer Statement:

 

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.

 

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate

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