About this role
Financial Advisor Relationship Manager at CAPTRUST. Location: Allentown, Pennsylvania, United States. Role: managing relationships, delivering plans, implementing strategies Requirements: Bachelor's degree or equivalent experience, minimum 4 years in wealth management/sales, Series 65 (obtain within 90 days), strong communication, CRM and eMoney exposure, travel availability. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, eMoney Certifications: series 65, cfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: Northern Sami, English