captrust

Operations Associate CAPTRUST is seeking an Operations Associate, who will play a vital role in supporting a range of client service functions. This position involves managing scheduling and marketing platforms, maintaining and utilizing the CRM system, and ensuring timely and effective communication with colleagues across many different groups. As a...

Senior Compliance Manager CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer supervisory processes and procedures required by regulation and assist in regulatory risk mitigation. This position requires the individual to be...

Overview WHO are we looking for?  CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients to the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm: Responsibilities Manage, coordinate, gather, and execute...

Overview WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals...

Overview WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors...

Overview WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors...

Overview Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST! Who Are We Looking For? Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets. As a Financial Advisor,...

Overview WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors...

Overview WHO are we looking for? CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive...

Overview WHO are we looking for?CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm. The candidate must maintain the highest...

Overview WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors...

Overview WHO are we looking for? CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance,...

Overview Who Are We Looking For? Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5...

Overview WHO are we looking for? CAPTRUST is offering a paid Tax Internship in our New Orleans, LA office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm,...

Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions,...

CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The role involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as eMoney. Ideal candidates will have a Bachelor’s degree, 8+ years of industry experience,...

Overview WHO are we looking for? CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join our Client Management team. The position will provide exposure to the inner workings of a firm with diversified practice lines, including institutional advisory, private wealth management, and a robust tax practice....

Overview WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors...

Overview WHO are we looking for? CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineer to serve as a technical expert in designing and building scalable, cloud-native applications. This role is ideal for an experienced developer who thrives on solving complex problems, driving technical excellence, and...

Overview CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan consulting, fiduciary education, plan design benchmarking, governance review, and regulatory compliance guidance. Intended internal title will be Senior...