Wealth Planning Senior Associate: Client Solutions
CAPTRUST
CAPTRUST is seeking a Wealth Planning Senior Associate who will work with wealth advisory teams to provide client and prospective client wealth management solutions. This role supports a centralized financial planning model and onboarding new offices onto the wealth planning platform. Primary responsibilities include planning delivery, data entry in eMoney, and collaboration with advisors. The position requires a Bachelor's degree and 2–4+ years of experience, with CFP designation pursued. #J-18808-Ljbffr CAPTRUST
Vacancy posted 11 hours ago
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