Private Wealth & Investment Associate
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-29
Listing for:
CAPTRUST
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
CAPTRUST seeks a Wealth and Investment Associate to support our Private Wealth practice and local investment team in Phoenix. The role is hybrid: roughly 70% client-service and advisory support and 30% investment team support.
The position emphasizes building long-term client relationships, producing financial planning inputs, and assisting with investment research, trading, and implementation. A CFA/CAIA interest is a plus, with Series 65 eligibility within 90 days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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