Wealth Planning Senior Associate — Onsite Career Growth

CAPTRUST is seeking a Wealth Planning Senior Associate in Raleigh, NC, to collaborate with wealth advisory teams to deliver client wealth management solutions. Responsibilities include preparing financial plans, training the team on eMoney, and supporting client data transition. Candidates should have a bachelor’s degree, 2-4+ years of industry experience, and proficiency in eMoney Advisor. The role emphasizes strong communication and organizational skills, and the company offers a competitive salary range of $75,000 - $125,000 depending on experience.
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