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Senior Wealth Financial Planner

captrust · Boston, MA, US

Operations ManagementExternal listingfull-time6 days ago

About The Role

WHO are we looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team in Boston, MA. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.

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