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Wealth Client Lead
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-07-21
Listing for:
CapTrust Advisors, LLC
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
CAPTRUST Advisors, LLC is seeking a Wealth Client Management Consultant to support selected financial advisors in servicing and retaining wealth client relationships. The role emphasizes proactive service, documentation, and collaboration with internal partners to resolve issues and ensure client satisfaction.
The position involves onboarding new clients, participating in reviews, and maintaining records in compliance with CAPTRUST standards. This on-site role is based in Alexandria, VA.
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