Live opening · Posted 7 hours ago
Wealth Planning Associate
CAPTRUST · US-NC-Raleigh
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At a glance
The key details from the original listing.
CompanyCAPTRUST
LocationUS-NC-Raleigh
Source
Icims
Listed7 hours ago
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About the role
Description supplied by the original job listing.
WHO are we looking for? CAPTRUST is seeking a Wealth Planning Associate who will work directly with our wealth advisory 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 continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:
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