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Financial Planner
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Full-time
- CAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm.
- The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients.
- 5+ years of experience at a wealth management or financial planning advisory firm
- Knowledge of or exposure to eMoney or similar financial planning software
- Possession of or desire to pursue CFP® Designation
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