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Senior Wealth Planning Specialist – Onsite
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-06-19
Listing for:
CAPTRUST
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Oklahoma City. This role involves direct collaboration with wealth management teams to provide tailored financial planning solutions and support execution within the centralized financial planning model.
Minimum qualifications include a bachelor's degree and 8+ years of industry experience with proficiency in eMoney software. The position supports business development, advanced planning, and training of the wealth team, and expectations include minimal travel.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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