Senior Wealth Advisor & Client Relationship Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
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.
This opening is for the Senior Wealth Advisor & Client Relationship Lead role at Cap Trust Advisors, LLC.
Step into the Senior Wealth Advisor & Client Relationship Lead role at Cap Trust Advisors, LLC in Alexandria, VA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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