Wealth Solutions Specialist

WHO are we looking for?   CAPTRUST is seeking a collaborative and detail-oriented Wealth Solutions Specialist to support and enhance our growing wealth management services.   The Wealth Solutions Specialist will work directly with our financial advisors to provide wealth management solutions for clients. This includes support of financial planning solutions, family office services, performance reporting, integrations of new offices, as well as various other client solutions support. As CAPTRUST continues to evolve, this individual will play a key role in developing and implementing strategies that elevate...