More jobs:
Lead Wealth Planner, Centralized Planning
Job in
Caldwell, Canyon County, Idaho, 83607, USA
Listed on 2026-06-17
Listing for:
CapTrust Advisors, LLC
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Cap Trust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The role involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as eMoney.
Ideal candidates will have a Bachelor’s degree, 8+ years of industry experience, and strong leadership skills. Compensation is competitive, ranging from $90,000 to $130,000 annually. The position requires work at any Cap Trust office, with no remote options.
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