Wealth Planning Senior Associate

Location: US-NC-Raleigh | US-AZ-Phoenix | US-CA-Sacramento | US-CA-Pasadena | US-TX-Houston | US-TX-San Antonio | US-AL-Homewood | US-TN-Brentwood | US-IN-Indianapolis
Last seen: Aug 7, 2026

About the role

WHO are we looking for? CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others: