Senior Wealth Planning Strategist
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-06-24
Listing for:
CAPTRUST
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below
CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist to enhance wealth management solutions for clients. This role includes supporting the centralized financial planning process, onboarding new teams, and developing tailored strategies to serve clients effectively.
The ideal candidate will have at least 8 years of relevant experience, expertise in financial planning software like eMoney, and a CFP designation. The position is based in Leawood, Kansas, with minimal expected travel.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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