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Senior Wealth Planner & Advisory Specialist
Job in
Homewood, Jefferson County, Alabama, USA
Listed on 2026-09-06
Listing for:
CAPTRUST
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CAPTRUST is seeking a Wealth Planning Senior Associate to work directly with our wealth advisory teams, providing client and prospective client wealth management solutions. This role supports centralized financial planning, onboarding offices to our platform, and executive planning.
Minimum qualifications include a Bachelor’s degree and 2–4+ years in the industry, with proficiency in eMoney and a path toward CFP designation. This is an on-site position across multiple CAPTRUST offices.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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