Senior Wealth Planning Specialist - Onsite
CAPTRUST
CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to support our wealth management teams in providing exceptional client solutions. This role involves direct support for our financial planning process and working closely with advisors and clients. The ideal candidate will have over 8 years of relevant experience, be proficient in eMoney Advisor, and possess a CFP designation. CAPTRUST promotes a collaborative culture and offers a comprehensive Employee Benefits Package. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
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