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Senior Wealth Planning Specialist – Onsite
Job in
Draper, Salt Lake County, Utah, 84020, USA
Listed on 2026-06-24
Listing for:
CAPTRUST
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to provide wealth management solutions directly with clients. Responsibilities include supporting financial planning processes, developing tailored financial plans, and assisting the wealth planning team.
Candidates should have a Bachelor's degree, 8+ years of experience, and proficiency in eMoney Advisor. The role is based in any CAPTRUST office and is not remote. Competitive salary: $90,000 - $130,000 depending on experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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