Senior Wealth Planner & Lead Advisor for HNW Families
CAPTRUST
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our Boston team. You will lead sophisticated planning engagements, coordinate across disciplines, and guide high-net-worth clients toward confident financial decisions. In this role, you will mentor junior advisors, collaborate with attorneys and accountants, and contribute to client service excellence. Our benefit-rich environment fosters professional growth, a supportive culture, and #J-18808-Ljbffr CAPTRUST
Vacancy posted 2 days ago
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