Live opening · Posted 12 hours ago

Financial Advisor Relationship Management - Planner

CAPTRUST · US-NY-New Hyde Park

Icims

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At a glance

The key details from the original listing.

Posted 12 hours ago

CompanyCAPTRUST

LocationUS-NY-New Hyde Park

Source

Icims

ListedPosted 12 hours ago

About the role

Description supplied by the original job listing.

WHO are we looking for? A dynamic, energetic Financial Advisor Relationship Management - Planner who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.

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