Remote Financial Wellness Consultant — Client Strategy
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-09-30
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Finance & Banking
Financial Advisor / Consultant
CAPTRUST, a leading financial services firm, seeks a Financial Wellness Consultant I to design and implement holistic wellness programs for corporate clients. You will align client goals with educational topics, resources, and engagement strategies to drive adoption.
You will collaborate with Financial Advisors, Wealth Advisors, Marketing, and Operations to deliver a seamless client experience and ongoing program success.
This role, Remote Financial Wellness Consultant I — Client Strategy at CAPTRUST, could be your next opportunity.
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 Remote Financial Wellness Consultant I — Client Strategy role in the description above.
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.
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