Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Planner - Centralized Financial Planning

CAPTRUST

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Salt Lake City. This role involves direct support of financial planning processes and collaboration with wealth management teams to provide client solutions. The ideal candidate will have a bachelor’s degree, over 8 years of industry experience, and proficiency in eMoney Advisor. Benefits include comprehensive health coverage and a 401(k) plan. #J-18808-Ljbffr CAPTRUST

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner - Centralized Financial Planning in Salt Lake City, UT vacancy
  • EP Wealth Advisors, LLC is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients in Utah. You will manage relationships, oversee planning processes, and contribute to service offerings. Collaboration... 
    Senior

    EP Wealth Advisors, LLC

    Salt Lake City, UT
    4 days ago
  • $90k - $130k

    Responsibilities Direct support of CAPTRUST’s centralized financial planning process and program Participate and...  ..., client service, and peers on the Wealth Planning team Advanced planning in...  ...a Centralized Wealth Planning Senior Specialist who will work directly with... 
    Senior
    Work at office
    Local area

    CAPTRUST

    Salt Lake City, UT
    1 day ago
  •  ...Wealth Strategist Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define... 
    Suggested
    Work at office

    Sequoia Financial Group

    Salt Lake City, UT
    3 days ago
  •  ...Savvy At Savvy, our mission is to make great financial advice easier to deliver through...  ...advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just...  ...some of the largest RIAs in the country. Wealth management is a $545 billion industry still... 
    Suggested
    Work at office
    Remote work

    Savvy Wealth

    Salt Lake City, UT
    4 hours ago
  •  ...collaboration is the best way forward. We are in search of a Senior Health Planner to support our growing Health practice and continue the...  ...years, HDR has delivered award-winning integrated healthcare planning and design for some of the world’s foremost medical centers... 
    Senior

    HDR

    Salt Lake City, UT
    1 day ago
  • Job Description:Financial Planning ConsultantTo be eligible for consideration of this role, your...  ...within 90 days of hireCertified Financial Planner (CFP) preferredMinimum of 5 years of...  ...Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized... 
    Full time

    Fidelity Investments

    Salt Lake City, UT
    3 days ago
  •  ...and advance the company's reputation. The role requires a bachelor’s in communications or related field and at least seven years in external communications, with the ability to simplify complex issues and coordinate comprehensive communications plans. #J-18808-Ljbffr... 
    Senior

    PacifiCorp

    Salt Lake City, UT
    14 hours ago
  • bioMerieux Inc. is seeking a Planner II to optimize field service activities including preventive maintenance, installations, and repairs. You will work with field engineers to plan schedules, estimate labor, and ensure timely service delivery. This role requires coordinating... 
    Senior

    bioMerieux Inc.

    Salt Lake City, UT
    3 days ago
  • Horrocks in Salt Lake City, UT is seeking a Senior Transportation Planner with 15+ years of experience in transportation planning to support and lead multimodal projects across Utah. The ideal candidate will have a Bachelor's degree in a relevant field, strong understanding... 
    Senior

    Horrocks

    Salt Lake City, UT
    1 day ago
  •  ...A Senior Brand & Experience Strategist who understands that great strategy starts with people. You are endlessly curious about how businesses...  ...definitions, customer journeys, and strategic recommendations. Plan and facilitate client workshops, stakeholder interviews, and... 
    Senior
    Shift work

    Struck

    Salt Lake City, UT
    1 day ago
  •  ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more... 
    Senior
    Flexible hours

    UBS

    Salt Lake City, UT
    2 days ago
  • Zions Bancorporation seeks a Wealth Management Senior Business Program Manager in Salt Lake City, UT or Houston, TX. You will lead large, cross-functional initiatives within wealth management, balancing strategy with execution while collaborating closely with senior leaders... 
    Senior

    Zions Bancorporation

    Salt Lake City, UT
    4 hours ago
  • SirsiDynix, Harris company is seeking a Senior Proposal Writer to lead compliant, strategic proposals for library systems and related services. This fully remote role is available in the US or Canada. You will collaborate with cross‑functional teams to respond to RFPs,... 
    Senior
    Remote job

    MediSolution

    Salt Lake City, UT
    4 days ago
  • Sirsi Corporation in Salt Lake City seeks a seasoned proposals professional to lead end-to-end responses for library system procurements. You will translate complex library technology into compelling value narratives, collaborating with product, engineering, and library...
    Senior

    Sirsi Corporation

    Salt Lake City, UT
    4 hours ago
  • $120k - $170k

     ...resource and recognizes our responsibility to the communities where we live and work. We are seeking a Senior Transportation Planner with experience in transportation planning to support and help lead active transportation, trail, and multimodal projects across Utah and the... 
    Senior
    Hourly pay
    Local area

    Horrocks

    Salt Lake City, UT
    1 day ago
  • Sirsi Corporation is seeking a Senior Proposal Writer to lead end-to-end library system procurements, including ILS/LSP, discovery, and analytics, across academic, public, and consortia clients. You will translate complex platform capabilities into compelling value narratives... 
    Senior

    Sirsi Corporation in

    Salt Lake City, UT
    4 days ago
  • Blue Cross NC is seeking a Principal Treasury Analyst to develop cash forecasting capabilities and drive liquidity insights for the organization and its subsidiaries. You will lead forecasting, analyze trends, and partner across Finance, Treasury Operations, and Investments...
    Senior

    Blue Cross and Blue Shield of North Carolina

    Salt Lake City, UT
    4 hours ago
  • Boart Longyear is seeking a Senior International Tax Analyst to join its Corporate Tax Department in Salt Lake City, UT. The role supports...  ...S. international tax compliance, global tax reporting, and tax planning for a multinational mining services leader. The ideal candidate... 
    Senior

    Boart Longyear

    Salt Lake City, UT
    3 days ago
  •  ...you to come cook with us! What You'll Do The Senior Supply Planner manages inventory optimization and supply planning for assigned product categories, leveraging MRP...  ...context and how supply decisions impact financial metrics, customer service, and operational efficiency... 
    Senior
    Shift work

    Traeger, Inc.

    Salt Lake City, UT
    4 hours ago
  • Harris Computer is seeking a Senior Proposal Writer to lead the development of compelling, compliant library technology proposals (ILS/LSP, discovery, digital resource management) for academic, public, and consortia libraries. You will translate complex product capabilities... 
    Senior

    Harris Computer

    Salt Lake City, UT
    2 days ago
  • Mercer seeks a Senior Health & Benefits (H&B) Consultant to join the Health & Benefits team in Salt Lake City. The role is hybrid, requiring...  ...2,000+ life employers on medical, dental, life, and disability plans. You will negotiate with carriers, act as client/relationship... 
    Senior
    Work at office

    Mercer

    Salt Lake City, UT
    1 day ago
  • ICF is hiring a Senior Environmental Planner/Project Manager in Salt Lake City, Utah. This role focuses on managing NEPA compliance, leading teams for mining projects, and serving as a key contact with agencies and clients. ICF offers a flexible workplace, community investment... 
    Senior
    Remote job
    Flexible hours

    ICF

    Salt Lake City, UT
    1 day ago
  •  ...Promontory, UT facility. The role directs the efficient flow of goods, services, and information to meet customer requirements and financial objectives, while continuously improving logistics processes. Basic qualifications include 5 years of experience with a Bachelor's... 
    Senior

    Socket.dev

    Salt Lake City, UT
    4 days ago
  • Sotera Health Company is hiring a Senior Training Specialist in Salt Lake City, Utah. This role requires overseeing company-wide training strategies, mentoring other training specialists, and ensuring effective training systems that align with business and regulatory needs... 
    Senior

    Sotera Health Company

    Salt Lake City, UT
    4 days ago
  •  ...HDR is positioned to be the market leader for federal planning under section 203. This is in addition to our support...  ...Engineers Continuing Authorities Program.HDR is looking for a senior integrated water resources planner or engineer to join our Water Resources team.... 
    Senior
    Local area

    HDR

    Salt Lake City, UT
    14 hours ago
  • BCG Attorney Search is seeking a mid- to senior-level attorney to join their tax team in Salt Lake City, Utah...  ...of experience in fiduciary litigation and estate planning, assisting with complex cases and developing wealth transfer plans for high-net-worth individuals.... 
    Senior

    BCG Attorney Search

    Salt Lake City, UT
    1 day ago
  • O.C. Tanner is seeking a Researcher to join the O.C. Tanner Institute. Reporting to the Manager of Research and Assessment, this role is responsible for designing and executing research projects, performing advanced statistical analyses, and translating findings into compelling...
    Senior

    4 O.C. Tanner Recognition Company

    Salt Lake City, UT
    3 days ago
  •  ...Executive Communications Manager. This role drives internal employee communications and supports executive positioning for HMHI's senior leaders. You will craft compelling presentations, speeches, and external-facing content, partnering with the HMHI Marketing and Communications... 
    Senior

    University of Utah

    Salt Lake City, UT
    4 hours ago
  •  ...Relations Specialist to act as a trusted advisor, navigating complex workplace matters with sound judgment and legal fluency. The Senior Employee Relations Specialist (Level 6) leads investigations end-to-end and partners closely with Legal and senior leaders to resolve... 
    Senior
    Remote job

    Relativity

    Salt Lake City, UT
    4 days ago
  •  ...licensed attorney for a full-time, on-site role focused on private wealth-oriented transactional work. You will draft and review...  ...support, conduct due diligence, and advise clients on practical planning, with a strong emphasis on client service and confidentiality.... 
    Senior
    Full time

    Orion Placement

    Salt Lake City, UT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Planner - Centralized Financial Planning. Be the first to apply!