Wealth Planner Specialist
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
CAPTRUST is seeking a Wealth Planner (Specialist | Financial Planning) to deliver high-level client service from our Greensboro, NC office. You will coordinate client meetings, gather information for financial plans, and input data into planning software, working with senior advisors to present recommendations.
Minimum 5+ years of experience is required; CFP is preferred, with candidates pursuing CFP also considered.
Join us at Captrust as our next Wealth Planner Specialist in Greensboro, NC, United States.
The Wealth Planner Specialist role at Captrust is now open for applications in Greensboro, NC, United States.
We are currently recruiting a Wealth Planner Specialist for our team in Greensboro, NC, United States.
This is an excellent position to take on the Wealth Planner Specialist role at Captrust.
As a Wealth Planner Specialist, you will play an important part at Captrust in Greensboro, NC, United States.
(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).