Senior Wealth Client Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
CAPTRUST is seeking a Wealth Client Management Consultant to work with one or several financial advisors, servicing and retaining wealth client relationships. You will provide proactive client service, assist with asset movements, and participate in reviews while collaborating with advisors and internal teams.
The position requires a four-year degree and at least five years in client service within financial services.
This position is for the Senior Wealth Client Advisor role at CAPTRUST.
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 Senior Wealth Client Advisor 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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