CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Chicago, IL, to work with wealth management teams on financial planning solutions. The role involves supporting financial processes, leading plan presentations, and collaborating with advisors. Ideal candidates will have a relevant degree, 8+ years of experience, and proficiency in eMoney Advisor. Compensation ranges from $90,000 to $130,000 with benefits including a 401(k) employer match and employee ownership opportunities. This is an in-office position requiring strong communication and organizational skills. #J-18808-Ljbffr
Senior Wealth Planning Specialist - Onsite • Chicago, IL, United States
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