Overview
We are seeking a dynamic Financial Planning Associate to support Wealth Advisors in developing detailed financial projections for clients and prospective clients. The ideal candidate will demonstrate strong critical thinking, the ability to work independently, and anticipate the needs of Wealth Advisors to respond promptly. This role joins an established wealth management and institutional advisory team, delivering independent advice and tailored service. A competitive salary is offered, with increasing responsibilities as the firm grows.
Responsibilities
- Collect, organize, and synthesize personal and financial information from clients
- Construct financial and retirement projections using Money Guide Pro
- Assist Wealth Advisors in analyzing estate plans, retirement plans, tax planning, and insurance needs
- Participate in client meetings and support Wealth Advisors in capturing requests through meeting notes and delivering follow-up planning strategies
- Create deliverables for client engagements
- Coordinate planning recommendations and implementation with outside professionals
- Continuously monitor clients’ financial situations with meticulous accuracy using CRM and other technology tools
- Be available to field ad-hoc planning questions from clients
- Conduct research projects on recent developments in the wealth management industry
Qualifications
Minimum qualifications
- Ability to obtain financial services licensing (Series 65/66)
- Certified Financial Planner (CFP®) designation, CFP® track, or intent to obtain within 1–2 years of hire
- Strong proficiency with Microsoft Office products
- Four-year college degree in business, preferably with emphasis in Finance or Accounting
Desired skills and qualifications
- Demonstrated passion for the financial planning profession
- Excellent organizational skills with a structured approach and creative thinking
- Strong financial and analytical abilities
- Strong persuasive and interpersonal skills
- Ability to identify, meet, and follow through with client needs
- Self-starter, problem solver, and goal-oriented team player
- Ability to work independently; highly organized with strong attention to detail
- Capacity to handle multiple tasks efficiently
- Confident when engaging with clients and Wealth Advisors
- Knowledge of Microsoft Office suite
- Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus
What you can expect
At CAPTRUST, colleagues tend to stay with the firm for many years, reflecting a supportive environment and opportunities for growth. We prioritize collaboration and maintaining high standards across the team. You can look forward to a well-equipped break room, engaging employee events, and a strong culture that encourages personal development. The benefits package highlights our appreciation for our team, including a discretionary bonus, health, dental, and vision coverage, an employer-sponsored 401(k) plan with company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans as permitted by plan terms; company-paid life insurance, short-term and long-term disability (subject to waiting periods); and paid time off or paid sick leave.
Where will you be working?
9709 Lakeside Blvd., #450 | The Woodlands, TX 77381. This is an on-site role; remote work is not available.
