Live opening · Posted 12 hours ago

Financial Planning Associate

CAPTRUST · US-VA-Alexandria

Icims

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At a glance

The key details from the original listing.

Posted 12 hours ago

CompanyCAPTRUST

LocationUS-VA-Alexandria

Source

Icims

ListedPosted 12 hours ago

About the role

Description supplied by the original job listing.

WHO are we looking for? CAPTRUST is seeking a Financial Planning Associate who will work closely with an experienced Wealth Advisor team to prepare for discovery, planning, and confirmation meetings, with the goal of securing a high volume of new client wins. Candidate will deliver high client service, work to improve productivity and the quality of services provided to prospects and clients, and must fit within our culture of integrity, teamwork, and putting prospect/clients’ interests first. Primary responsibilities may include the following, among others:

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