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Wealth Solutions & Family Office Specialist

Job in Rexburg, Madison County, Idaho, 83440, USA
Listing for: CapTrust Advisors, LLC
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 85000 - 150000 USD Yearly USD 85000.00 150000.00 YEAR
Job Description & How to Apply Below
Cap Trust Advisors, LLC in Idaho is looking for a Wealth Solutions Specialist to support their expanding wealth management services. The successful candidate will work directly with financial advisors on wealth management solutions, handling tasks like product management, family office services, and performance reporting. A minimum of five years in the wealth management industry and a Bachelor's degree are required.

The position offers a competitive compensation range of $85,000 to $150,000, and benefits like health coverage and a discretionary bonus.
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