Live opening · Posted 1 day ago

Financial Advisor Relationship Manager

CAPTRUST · US-PA-Allentown

Icims

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At a glance

The key details from the original listing.

Posted 1 day ago

CompanyCAPTRUST

LocationUS-PA-Allentown

Source

Icims

ListedPosted 1 day ago

About the role

Description supplied by the original job listing.

Who Are We Looking For? CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment management solutions, and risk management to wealth clients. Your role will be pivotal in guiding clients towards their short and long-term financial goals. The internal title for this role is intended to be Financial Advisor | Relationship Manager.

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