Senior Wealth Planner - Centralized Financial Planning
CAPTRUST
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to join our team in Los Angeles. You'll work directly with wealth management teams and support the centralized financial planning model while onboarding new offices and delivering strategic wealth management solutions. The ideal candidate has a Bachelor’s degree, a CFP Designation, and over 8 years of experience, including proficiency in eMoney Advisor. This is not a remote position, and employee ownership opportunities and comprehensive benefits are provided. #J-18808-Ljbffr CAPTRUST
Vacancy posted 4 days ago
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