Wealth Planning Associate
CAPTRUST
- Location
- Raleigh, North Carolina, United States
- Job type
- Full-time
About the role
Bachelor's degree in related field or equivalent experience; proficiency with Microsoft Office; knowledge of eMoney or similar financial planning software; strong communication and organizational skills.
About CAPTRUST
Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
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