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Financial Planner
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- CAPTRUST is seeking a Financial Planner who will deliver high-level customer service to clients to the firm.
- A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
- Primary responsibilities may include the following, among others: Responsibilities Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc.
- We all work together, each of us motivating those around us with our commitment to high standards.
- Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage Virgin Pulse wellness platform 401(k) program with a 5% employer match financial planning for colleagues WHERE will you be working?
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