Wealth Planning Specialist
CAPTRUST
North Hills, Wake CountyPosted Discovered via the company's careers siteMatch locked
Full TimeAccounting & Finance Jobs
About the role
WHO are we looking for? CAPTRUST is seeking a Centralized Wealth Planning Specialis t who will work directly with our wealth management teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.