About this role
Senior Financial Advisor at CAPTRUST. Location: Allentown, Pennsylvania, United States. Role: delivering reviews, presenting to clients, coordinating with teams Requirements: Bachelor's degree; 10+ years of industry experience; CFA/CIMA preferred; Series 65 or 66 required. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, series 66, cfa, cima Commitment: Full Time Workplace: Onsite Languages: English