Wealth Planning Pro: Client Solutions & Growth
CAPTRUST
CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices onto our planning platform, and executive financial planning with our wealth advisory teams in Phoenix and across CAPTRUST offices. You will assist with client plans, training on eMoney, data entry, and collaboration with advisors, client service, and peers. The role requires strong communication, CFP pursuit, and commitment to client service; office-based work with minimal #J-18808-Ljbffr CAPTRUST
Vacancy posted 2 days ago
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