Senior Financial Advisor & Client Relations Leader
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.
The role emphasizes client-facing plan reviews, presentations, and collaboration across departments to ensure professional, timely service and ongoing education for plan participants.
Our group is growing, and we are hiring a Senior Financial Advisor & Client Relations Leader in Draper, UT, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Financial Advisor & Client Relations Leader role in the description above.
We appreciate your interest in this position.
Join CAPTRUST and contribute to our ongoing work.
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