Wealth Advisor: Client Wealth & Equity Path

CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities include developing and managing client relationships, providing financial planning, and conducting regular portfolio reviews.

The ideal candidate will have at least 4 years of experience in wealth management and strong communication skills. Benefits include health coverage, 401(k), and opportunities for employee ownership.

We invite applications for the Wealth Advisor:
Grow Client Wealth & Equity Path position located in San Ramon, CA, United States.

The advertised compensation is 90..

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 Wealth Advisor:
Grow Client Wealth & Equity Path role in the description above.

We appreciate your interest in this position.