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Strategic Financial Advisor Client

Job in Town of Florida, Montgomery County, New York, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 175000 USD Yearly USD 125000.00 175000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Financial Advisor for Client Growth
Location: Town of Florida

The CAPTRUST firm is looking for a Business Development Financial Advisor in New York. This role focuses on fostering client relationships through custodial distribution channels and involves significant networking and travel.

Qualified candidates should possess strong communication skills, problem-solving abilities, and ideally, a Bachelor’s degree. The compensation package ranges from $125,000 to $175,000, with potential for bonuses and equity ownership.

CAPTRUST is committed to diversity and offers an extensive employee benefits package.

This posting is for the Strategic Financial Advisor for Client Growth role at CAPTRUST, based in Town of Florida, NY, United States.

The Strategic Financial Advisor for Client Growth role at CAPTRUST is now open for applications in Town of Florida, NY, United States.

Join us at CAPTRUST as our next Strategic Financial Advisor for Client Growth in Town of Florida, NY, United States.

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