Lead Wealth Planner, Centralized Planning
$90k - $130kCAPTRUST
CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The role involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as eMoney. Ideal candidates will have a Bachelor’s degree, 8+ years of industry experience, and strong leadership skills. Compensation is competitive, ranging from $90,000 to $130,000 annually. The position requires work at any CapTrust office, with no remote options. #J-18808-Ljbffr
Vacancy posted 4 days ago
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