Wealth Planning Specialist
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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 continually developing strategies and solutions to better serve our clients.
Primary responsibilit…
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