About this role
Financial Advisor Relationship Manager at CAPTRUST. Location: Leawood, Kansas, United States. Role: Support senior advisor, Prepare for meetings, Coordinate with planning team Requirements: 3+ years of industry experience; CFP designation or CFP track; strong MS Office; Finance/Accounting degree or equivalent work experience. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, WealthView, E-Money, CapConnect Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English