Senior Financial Advisor & Client Relationship Manager
Listed on 2026-10-07
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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.
This role will deliver plan reviews and other presentations in-person with the Senior Financial Advisor, stay informed of client needs, and maintain strong cross-department collaboration.
As a Senior Financial Advisor & Client Relationship Manager, you will play an important part at CAPTRUST in Oklahoma City, OK, United States.
We appreciate your interest in this position.
Join CAPTRUST and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Financial Advisor & Client Relationship Manager role at CAPTRUST, based in Oklahoma City, OK, United States.
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