Jobs for captrust at Chicago

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...

Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! 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, and risk...

WHO are we looking for?CAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager responsible for managing the firm's fixed income portfolios while supporting equity trading, portfolio implementation, and investment research initiatives. The role is responsible for the management of corporate, municipal, and U.S. Treasury bond portfolios, including...

CAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager to manage corporate, municipal, and U.S. Treasury bond portfolios, construct ladders, and monitor risk across client accounts.The role collaborates with Portfolio Managers, Traders, and Wealth Advisors to implement strategies and execute trades in a fast-paced environment. Qualifications...

Endowment And Foundations AdvisorAre 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 million and $250...

Financial Advisor at CAPTRUSTJoin 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...

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management 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 financial planning, financial...

CAPTRUST is seeking a Financial Advisor specializing in Endowments and Foundations to develop client relationships and provide fiduciary advice. With expectations of at least $150,000 in new contracted revenue, candidates should have a Bachelor's degree and substantial experience in the financial services industry. This role offers a competitive salary and...

CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist in Chicago, IL, to work with wealth management teams on financial planning solutions. The role involves supporting financial processes, leading plan presentations, and collaborating with advisors. Ideal candidates will have a relevant degree, 8+ years of experience, and proficiency in eMoney...

Wealth Solutions Insurance Manager CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. The role will lead insurance strategy and execution, serve as a key resource to advisors, manage relationships...

CAPTRUST is seeking a Financial Advisor to build a holistic wealth management practice, delivering comprehensive financial planning, investment management, and risk management to retirement plan participants, individuals, families, and business owners. You will guide clients toward their short- and long-term financial goals with integrity and attentive...