Senior Wealth Planning Advisor

CAPTRUST is seeking a Wealth Planning Senior Associate to provide client wealth management solutions. Responsibilities include preparing financial plans, training teams on eMoney software, and supporting new office onboarding. Candidates should possess a Bachelor’s degree, 2-4 years of relevant experience, and desire to pursue CFP designation. The role is office-based in Indianapolis, offering a salary range of $75,000 to $125,000, alongside bonus potential and comprehensive health benefits.
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