Jobs for captrust at Los Angeles

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...

Description ST. MATTHEW'S PARISH SCHOOL Position: Chief Financial Officer (title commensurate with experience) Reports to: Head of School Serves on: Senior Administrative Team Status: Full-time, exempt, on site Start date: October 15, 2026, or as soon as possible thereafter Priority deadline: September 18, 2026; open until filled Position Summary St....

ResponsibilitiesDirect support of CAPTRUST's centralized financial planning process and program Participate and lead the development and delivery of financial plans in client meetings Will work closely with financial advisors, client service, and peers on the Wealth Planning team Advanced planning in eMoney will be critical.Data entry will be needed Support...

Endowment And Foundations Advisor 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 million and $250...

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...

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 to join our team in Los Angeles. You'll work directly with wealth management teams and support the centralized financial planning model while onboarding new offices and delivering strategic wealth management solutions.The ideal candidate has a Bachelor’s degree, a CFP Designation, and over...

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. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance...

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors with wealth management solutions focused on life insurance and annuities. The role involves leading insurance strategy, managing relationships with external partners, and ensuring regulatory oversight. The ideal candidate should have a strong background in life...

CAPTRUST in Los Angeles is seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial planning and investment management solutions, and help clients achieve their financial goals by offering comprehensive financial advice. The ideal candidate has at least 4 years of experience in the wealth...