captrust

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager (FARM) to serve as the primary point of contact for our clients. In this role, the FARM will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able...

CAPTRUST in Rochester, NY is seeking a Senior Wealth Client Management Associate to support Financial Advisors in delivering exceptional client service to individuals and families. You will manage relationships, handle money movements, prepare documentation, and participate in reviews, while upholding CAPTRUST standards. This on-site role requires strong MS...

WHO are we looking for? A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered...

Private Markets Research ProfessionalCAPTRUST is seeking a Private Markets Research Professional who will play a critical role in sourcing, analyzing, recommending, and monitoring private market investment managers. The candidate should have a strong knowledge of industry trends within the private markets, with a particular focus on real estate and real...

Associate Financial Planner CAPTRUST is seeking a Associate Financial Planner who will work closely with experienced Financial Planners and Financial Advisors to improve productivity and the quality of services provided to clients, and must fit within our culture of integrity, teamwork, and putting clients' interests first. Primary responsibilities may...

Overview WHO are we looking for? CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance,...

Overview WHO are we looking for? CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest...

Recruiting InternCAPTRUST is seeking a motivated and detail-oriented Recruiting Intern to support the Recruiting team. The intern will work closely with recruiters to assist with candidate sourcing, resume review, interview scheduling, and other recruiting activities while gaining hands-on experience in talent acquisition and the hiring process. This...

Senior Tax AssociateCAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax consulting services. The position is responsible for adding to the team's efforts in all client activities including tax planning, compliance, and executing all...

WHO are we looking for? We are seeking a full-time Corporate Counsel Employment with significant employment law experience, to join our internal legal team. As Corporate Counsel, you will provide practical, business-oriented legal advice on a broad range of employment matters while helping the firm mitigate legal and operational risk. This role will serve...

CapTrust Advisors, LLC is seeking a dynamic Wealth Relationship Manager Associate in San Antonio, Texas. The successful candidate will deliver high-level customer service and manage client service projects while collaborating with established advisors. A competitive salary and benefits are offered, including health coverage and a company discretionary...

CAPTRUST is hiring a Wealth Financial Planning Client Associate to support discovery, planning, and confirmation meetings with an experienced Wealth Advisor team in Alexandria, VA. You will gather statements, input data, and help build comprehensive retirement plans with strong client service and attention to detail. You will collaborate with advisors to...

CAPTRUST is seeking an Associate Financial Planner to work closely with senior planners and advisors to improve client service and outcomes. You will help prepare financial plans, gather data, and support client meetings in a collaborative, integrity-driven environment.This on-site role requires a bachelor’s degree, strong Excel and Word skills, and the...

CapTrust Advisors, LLC is hiring a Wealth Operations Associate II in Phoenix, AZ. The role focuses on onboarding new client accounts and requires strong organizational skills, attention to detail, and the ability to manage tasks under tight deadlines. Candidates should possess a relevant four-year degree, along with 2-3 years of experience in operations or...

WHO are we looking for? CAPTRUST is offering a paid Wealth Management Internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. The internship program provides real-world exposure to a professional financial services...

CAPTRUST is seeking a Centralized Wealth Planning Specialist who will work directly with our wealth management teams to provide client wealth management solutions and support the centralized financial planning model. This role includes onboarding new offices onto our wealth planning platform and delivering executive financial planning.Responsibilities...

CAPTRUST seeks a Centralized Wealth Planning Specialist to support the centralized financial planning model, onboard offices onto the wealth planning platform, and deliver financial plans in client meetings.You will collaborate with financial advisors, client service, and the Wealth Planning team, with strong proficiency in eMoney and data entry. Travel is...

CAPTRUST, based in Boston, MA, seeks a Financial Advisor Relationship Manager – Planner to lead and support client relationships with world-class service. The role combines client meetings, planning, and portfolio discussions with the advisory team in a hybrid Boston setting.The position requires a Bachelor’s degree or higher, CFP® (or must obtain...

OverviewWHO are we looking for?CAPTRUST is seeking a Marketing Programs Associate to join its in-house digital marketing team and support the firm's brand-building initiatives, lead generation programs, and digital marketing operations.The Marketing Programs Associate will play a key role in the execution and optimization of digital marketing campaigns...

CAPTRUST in Boston is looking for a Retirement Plan Financial Advisor to enhance a $1 million+ institutional consulting practice. The ideal candidate will manage a diverse portfolio of retirement clients while cultivating new relationships and providing fiduciary advice.This role offers a salary range of $100,000 to $130,000 plus bonuses, depending on...