Hiring: Wealth Planning Senior Associate Company: CAPTRUST Location: Greater Indianapolis Job Posted Time: 2026-09-10 13:46:48 Employment Type: Remote Target Skills & Keywords : CFP, Financial Planning, Microsoft Office, Wealth Management About the job Experience: •4+ years of relevant industry experience Required Skills: •Assist with the preparation, development, and delivery of client financial plans •Assist with training our wealth team on eMoney and our financial planning approach •Data entry as well as advanced planning in eMoney will be critical •Actively facilitate and support transition of client’s financial planning data into our system, eMoney, specifically the data of client’s from new CAPTRUST offices •Will work closely with financial advisors, client service, and peers on the Wealth Planning team •Support business development activities with prospective clients •Assist with ad hoc projects within required deadlines •Contribute to new research and project initiatives Qualifications: •Bachelor’s degree in related field or equivalent experience •2-4+ years of relevant industry experience •Proficient in eMoney Advisor or similar financial planning software •Desire to pursue CFP designation •Technology savvy, proficient with Microsoft Office •In process of obtaining or already hold CFP designation •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 •WHAT can you expect from your career at CAPTRUST? Compensation: •$75,000 - $125,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!