Jobs for captrust at New York

WHO are we looking for? CAPTRUST is seeking an Investment Associate to support Financial Advisors and client service professionals in delivering investment analysis, research, and client materials for defined contribution plan clients, primarily 401(k) and 403(b) plans. This entry-level role will assist with the preparation of meeting materials,...

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,...

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...

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 an ***Investment*** ***Associate*** to support Financial Advisors and client service professionals in delivering investment analysis, research, and client materials for defined contribution plan clients, primarily 401(k) and 403(b) plans. This entry-level role will assist with the preparation of...

Senior Financial AdvisorCAPTRUST, 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 and families while...

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 we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner 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 3(38) Investment Analyst, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. The 3(38) Investment Analyst will also manage investment projects and...

CAPTRUST is seeking a 3(38) Investment Analyst to work with Financial Advisors, client services, and firm clients on investment projects and deliverables. You will manage projects, review materials for accuracy, and help identify efficiencies in processes affecting defined contribution plans. The role requires a four-year degree and at least 6 years of...

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 and families...

CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as the quarterback of clients' financial lives, delivering sophisticated planning and investment guidance with a client-first mindset. In this role you will translate complex concepts into actionable strategies...

CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as the quarterback of clients' financial lives, delivering sophisticated planning and investment guidance with a client-first mindset. In this role you will translate complex concepts into actionable strategies...

Senior Financial PlannerCAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner 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 and families while...

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...

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,...

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,...

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...

Overview WHO are we looking for? 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,...

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 and families...