Senior Wealth Advisor & Client Relationship Lead
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-09-09
Listing for:
CapTrust Advisors, LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
CAPTRUST is seeking a Wealth Financial Advisor Relationship Manager to serve as the primary contact for clients in the Alexandria, VA area. You will lead client review meetings, present financial plans, and clearly communicate CAPTRUST's investment philosophy.
The role focuses on delivering a trusted advisor experience, managing intermediate to advanced client service tasks, and expanding client relationships with referrals and AUM growth. A hybrid work option may be available.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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