Overview: WHO are we looking for? CAPTRUST is seeking a dynamic Financial Planner who will deliver high-level... Strong proficiency utilizing Microsoft Excel Ability to review, research, interpret, and discuss investment, financial, macroeconomic...
to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with senior Advisors...
will also be trained in multiple software used throughout the firm. This role will be supervised by a Certified Financial Planner..., amongst others: Responsibilities: Job Responsibilities: Financial Planning/Para-planner Activities Attend client...
field or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials... develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term...
or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials. Skills... develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term...