Senior Wealth Planning Advisor

CAPTRUST is looking for a Wealth Planning Senior Associate in Homewood, Alabama. This role involves assisting with client financial plans, supporting the transition of data into eMoney, and working closely with financial advisors and client services. The ideal candidate should have a Bachelor’s degree and 2-4+ years of experience in the industry and must be proficient in financial planning software. This position offers a compensation range between $75,000 and $125,000, along with company benefits including health coverage and paid time off.
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