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Senior Financial Advisor & Client Relations Lead

$90k - $110k

CAPTRUST

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to institutional investors and clients, delivering plan reviews and presentations in-person in partnership with the Senior Financial Advisor. This role emphasizes proactive client service, liaison across departments, and opportunities to participate in marketing and educational meetings, with compensation in the $90,000–$110,000 range plus bonus. #J-18808-Ljbffr

Vacancy posted 2 days ago
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