Wealth Client Advisor & Relationship Lead
CAPTRUST
CAPTRUST is seeking a dynamic Wealth Relationship Manager Specialist in Raleigh, NC. This role will lead and support both existing and new client relationships to ensure world-class service. Ideal candidates will have a Bachelor’s degree, CFP® designation, and 5+ years of relevant experience. The role involves preparing for client meetings, using financial software, and communicating investment strategies. We offer a competitive benefits package including health coverage, a 401(k) plan, and paid time off. #J-18808-Ljbffr CAPTRUST
Vacancy posted 3 days ago
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