Wealth Planning Senior Associate — Client Plans & eMoney Expert
CAPTRUST
CAPTRUST is seeking a Wealth Planning Senior Associate to support centralized financial planning, onboarding new offices, and executive financial planning. You will work with wealth advisory teams to provide client and prospective client wealth management solutions. The role emphasizes data entry in eMoney, collaboration with advisors, and development of planning workflows. Travel is minimal, and onsite office locations are available in multiple CAPTRUST offices. #J-18808-Ljbffr CAPTRUST
Vacancy posted 2 days ago
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