Wealth Advisor
CAPTRUST
CAPTRUST is seeking a Wealth Planning Senior Associate to support our centralized financial planning model, onboard new offices onto our wealth planning platform, and provide executive financial planning for clients. This role will collaborate with wealth advisory teams to develop strategies and solutions to better serve clients. The position requires a Bachelor's degree, 2–4+ years of experience, proficiency in eMoney, and an active interest in pursuing CFP designation. #J-18808-Ljbffr
Vacancy posted 20 hours ago
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