Senior Wealth Relationship Strategist
Captrust
CAPTRUST seeks a Relationship Management Senior Consultant in Boston, MA. This role delivers high-level client service, independent advice, and customized wealth planning within an established advisory team. Responsibilities include preparing client meeting materials, coordinating planning and investment actions, and serving as the primary day-to-day client contact while collaborating with internal specialists. Hybrid work after a 90-day intro period. #J-18808-Ljbffr Captrust
Vacancy posted 3 days ago
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