Wealth Planning Associate - Client-Focused
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CAPTRUST is hiring a Wealth Financial Planning Client Associate to support discovery, planning, and confirmation meetings with an experienced Wealth Advisor team in Alexandria, VA. You will gather statements, input data, and help build comprehensive retirement plans with strong client service and attention to detail.
You will collaborate with advisors to prioritize requests, manage documents, and ensure accurate, timely delivery of planning analyses.
Join us at Captrust as our next Wealth Planning Associate
- Client-Focused in Alexandria, VA, United States.
We are currently recruiting a Wealth Planning Associate
- Client-Focused for our team in Alexandria, VA, United States.
This is a strong opening to take on the Wealth Planning Associate
- Client-Focused role at Captrust.
As a Wealth Planning Associate
- Client-Focused, you will play an important part at Captrust in Alexandria, VA, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).