Strategic Wealth Advisor & Client Relationship Lead
Listed on 2026-10-11
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Finance & Banking
Financial Sales -
Sales
Financial Sales
CAPTRUST is seeking a Senior Financial Advisor Relationship Manager to deliver investment reviews and client presentations both in-person and virtually. You will support institutional retirement plans and individual wealth clients, coordinating with internal teams to maintain high client satisfaction and drive growth.
The role requires extensive experience in client service/relationship management, strong communication skills, and relevant Series licenses.
We invite applications for the Strategic Wealth Advisor & Client Relationship Lead position located in West Des Moines, IA, United States.
We are seeking a motivated Strategic Wealth Advisor & Client Relationship Lead to join Captrust in West Des Moines, IA, United States.
Consider building your career as a Strategic Wealth Advisor & Client Relationship Lead at Captrust.
The Strategic Wealth Advisor & Client Relationship Lead position in the Sales field is open for applications.
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