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Senior Financial Planner

captrust · New Hyde Park, NY, US

External listingFull-time29 days ago

About The Role

WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. 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. This is an opportunity for an experienced advisor who wants to focus on delivering...

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