Wealth Planning Advisor - Client-Focused CFP
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
CAPTRUST is seeking a dynamic Financial Planner to serve as the primary point of contact for clients in Alexandria, VA. The role leads client review meetings, presents and updates financial plans, and communicates CAPTRUST’s investment philosophy with clarity.
The ideal candidate will be confident, adaptable, and able to engage across a broad range of planning topics. A CFP designation and 6+ years of industry experience are required.
This role, Wealth Planning Advisor
- Client-Focused CFP at UNAVAILABLE, could be your next move.
This is a strong opportunity to take on the Wealth Planning Advisor
- Client-Focused CFP role at UNAVAILABLE.
As a Wealth Planning Advisor
- Client-Focused CFP, you will play an important part at UNAVAILABLE in Alexandria, VA, United States.
We invite applications for the Wealth Planning Advisor
- Client-Focused CFP position located in Alexandria, VA, United States.
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