CAPTRUST

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Job Locations US-NC-Raleigh | US-IL-Chicago | US-FL-Tampa | US-CO-Greenwood Village, CO | US-NY-New York | US-FL-North Miami | US-CA-Los Angeles
WHO are we looking for?   CAPTRUST is seeking an Institutional Advisor to serve and grow a $1 million+ institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional clients including investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and nonqualified plans. For defined contribution clients, we seek the “mid-market” which we define as plans of $25 to $500...
Area of Interest
Financial Advisor
Job Posted Date
9 months ago(3/19/2024 5:44 AM)
ID
2024-1678
# of Total Openings
2
Workplace Type
Onsite
Job Locations US-FL-North Miami | US-GA-Atlanta | US-FL-Tampa | US-IL-Chicago | US-IA-West Des Moines | US-FL-Lake Mary
WHO are we looking for?    CAPTRUST is seeking Wealth Financial Advisors who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients.  Competitive compensation is offered for this role as well as expanding responsibilities with a rapidly growing firm. 
Area of Interest
Financial Advisor
Job Posted Date
11 months ago(1/16/2024 8:12 AM)
ID
2024-1617
# of Total Openings
7
Workplace Type
any CAPTRUST location, hybrid