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Senior Wealth Planning Specialist - Onsite

$90k - $130k

CAPTRUST

CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to work closely with wealth management teams in Denver. This role involves providing comprehensive financial planning solutions, onboarding new offices, and assisting with client development activities. The ideal candidate will have over 8 years of industry experience and a CFP designation. This is an onsite position with limited travel expected. The role offers a competitive salary ranging from $90,000 to $130,000, dependent on qualifications and location. #J-18808-Ljbffr CAPTRUST

Vacancy posted 1 day ago
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