Wealth Planning Associate: Data & Planning Support
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
CAPTRUST is seeking a Wealth Planning Associate to work with our wealth advisory teams, providing client wealth management solutions and supporting a centralized financial planning model. You will onboard new offices onto our wealth planning platform, contribute to executive financial planning, and help implement planning workflows to improve client outcomes.
You will develop financial planning knowledge, gain fluency in eMoney, and assist with training the wealth team on our planning approach.
The Wealth Planning Associate:
Data & Planning Support role at Captrust is now open for applications in Raleigh, NC, United States.
Join us at Captrust as our next Wealth Planning Associate:
Data & Planning Support in Raleigh, NC, United States.
We are currently recruiting a Wealth Planning Associate:
Data & Planning Support for our team in Raleigh, 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).