Wealth Planning Specialist
CAPTRUST
- Salary
- $90k - $130k
- Experience
- 5+ yrs
- Location
- Raleigh, North Carolina, United States
- Job type
- Full-time
Required skills
- eMoney Advisor
- Microsoft Office
About the role
Bachelor's degree in related field or equivalent experience; 5+ years relevant industry experience; proficient in eMoney Advisor or similar financial planning software; CFP designation required.
About CAPTRUST
Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
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