CAPTRUST
Location
Allentown, PA | United States
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.Desired Qualifications/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: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:
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
Job tags
Salary