Wealth Planning Senior Associate — Onsite Growth & CFP Path
Captrust
CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver client wealth management solutions and support our centralized financial planning model. Responsibilities include preparing client financial plans, training on eMoney, data entry, onboarding offices onto the planning platform, and assisting with business development. Bachelor’s degree or equivalent experience, 2–4+ years of experience, proficiency in eMoney, and CFP designation #J-18808-Ljbffr Captrust
Vacancy posted 4 days ago
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