captrust jobs in Phoenix

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...

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...

Overview WHO are we looking for? CAPTRUST is offering a paid Tax Intern in our Phoenix, AZ office that provides hands‑on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation...

CAPTRUST is seeking a Tax Associate who will prepare individual, partnership, fiduciary and corporate tax returns. The Tax Associate’s primary responsibility is to prepare tax returns and participate in client tax services within a dedicated team. Prepares individual, partnership, fiduciary and corporate tax returns as part of a team approach to client...

CAPTRUST is seeking a Tax Associate who will prepare individual, partnership, fiduciary and corporate tax returns. The Tax Associate’s primary responsibility is to prepare tax returns and participate in client tax services within a dedicated team. Prepares individual, partnership, fiduciary and corporate tax returns as part of a team approach to client...

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...

CAPTRUST is seeking a Tax Associate to prepare individual, partnership, fiduciary and corporate tax returns and participate in client tax services within a dedicated team. The role emphasizes accurate return preparation and proactive client service. Minimum qualifications include a Bachelor’s degree in accounting and 1–3 years of public accounting tax...

Overview WHO are we looking for? CAPTRUST is offering a paid Tax Intern in our Phoenix, AZ office that provides hands‑on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation...

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 offering a paid Tax Intern in our Phoenix, AZ office that provides hands-on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation technology. As a CAPTRUST intern, you...

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

CAPTRUST is seeking a Senior Wealth Client Management Associate in Phoenix to provide day-to-day support to Client Management Consultants and Advisors. The role involves preparing quarterly reviews, maintaining client data in CAPCONNECT, and assisting with onboarding, money movements, and account transfers under supervision.The ideal candidate has 3–5...

WHO are we looking for? Responsibilities CAPTRUST is seeking a Senior Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support,...

WHO are we looking for? CAPTRUST is seeking a Tax Associate who will prepare individual, partnership, fiduciary and corporate tax returns. The Tax Associate’s primary responsibility is to prepare tax returns and participate in client tax services within a dedicated team. Responsibilities • Prepares individual, partnership, fiduciary and corporate tax...

Overview WHO are we looking for?  CAPTRUST is seeking a Wealth Advisory Operations Associate 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...