On-Site Wealth Client Management Consultant
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
CAPTRUST is seeking a Wealth Client Management Consultant to service and retain wealth client relationships in a full-time on-site role at our San Ramon office. You will support Financial Advisors by delivering proactive service and handling client requests, account activity, and reviews.
The ideal candidate has at least five years in client service in brokerage or investment advisory, strong Office skills, and the ability to translate financial concepts for clients.
This role, On-Site Wealth Client Management Consultant 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 On-Site Wealth Client Management Consultant role in the description above.
We appreciate your interest in this position.
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