Company · 15 open roles
Careers at CAPTRUST
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15 positions at CAPTRUST
Financial Advisor - Endowments and Foundations
CAPTRUST·Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa
Financial Advisor - Endowments and Foundations at CAPTRUST. Location: Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa. Role: Develop relationships, Deliver presentations, Prospect meetings Requirements: 5+ …
Administrative Professionals Team Lead
CAPTRUST·Charlotte or Dallas or Raleigh or Boston
Administrative Professionals Team Lead at CAPTRUST. Location: Charlotte or Dallas or Raleigh or Boston. Role: leading team, training staff, managing HR Requirements: Leads and coaches a team of Administrative Professionals; 3+ years in team leadership; 7-10 years with C-Suite exp…
Senior Business Analyst
CAPTRUST·Raleigh, North Carolina, United States
Senior Business Analyst at CAPTRUST. Location: Raleigh, North Carolina, United States. Role: lead discovery, analyze processes, document findings Requirements: Bachelor's degree preferred or equivalent experience; strong business analysis, data interpretation, and cross-functiona…
Compliance Analyst
CAPTRUST·Raleigh or Charlotte
Compliance Analyst at CAPTRUST. Location: Raleigh or Charlotte. Role: Review materials, Provide guidance, Develop procedures Requirements: Bachelor’s degree; 4-7 years at an investment advisory or broker-dealer; knowledge of Investment Advisers Act of 1940 and SEC Marketing Rule;…
Financial Advisor Relationship Manager
CAPTRUST·Leawood, Kansas, United States
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/A…
Financial Advisor - Endowments and Foundations
CAPTRUST·Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa
Financial Advisor - Endowments and Foundations at CAPTRUST. Location: Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa. Role: Develop relationships, Deliver presentations, Schedule meetings Requirements: Fiv…
Financial Advisor - Retirement Plans
CAPTRUST·Boston or San Diego or Cincinnati or Houston or Kansas City or Nashville or Dallas or Homewood
Financial Advisor - Retirement Plans at CAPTRUST. Location: Boston or San Diego or Cincinnati or Houston or Kansas City or Nashville or Dallas or Homewood. Role: cultivate relationships, deliver presentations, schedule meetings Requirements: 10+ years of direct selling in financi…
Financial Advisor - Retirement Plans
CAPTRUST·Boston or San Diego or Cincinnati or Houston or Kansas City or Nashville or Dallas or Homewood
Financial Advisor - Retirement Plans at CAPTRUST. Location: Boston or San Diego or Cincinnati or Houston or Kansas City or Nashville or Dallas or Homewood. Role: Cultivate relationships, Deliver presentations, Schedule meetings Requirements: Bachelor's degree; 10+ years direct se…
Communications Associate
CAPTRUST·Raleigh, North Carolina, United States
Communications Associate at CAPTRUST. Location: Raleigh, North Carolina, United States. Role: executing PR, drafting content, managing awards Requirements: Bachelor's degree or equivalent experience; 3 years B2B public relations experience; strong writing, research, organization,…
Wealth Financial Advisor
CAPTRUST·Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York
Wealth Financial Advisor at CAPTRUST. Location: Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York. Role: building relationships, providing planning, managing investments Requirements: S…
Wealth Financial Advisor
CAPTRUST·Phoenix, Arizona, United States
Wealth Financial Advisor at CAPTRUST. Location: Phoenix, Arizona, United States. Role: advising clients, managing investments, building networks Requirements: 4+ years sales/wealth management experience, Series 65 required or must obtain within 90 days, bachelor’s degree preferre…
Financial Advisor Relationship Manager
CAPTRUST·Allentown, Pennsylvania, United States
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, Seri…
Tax Associate
CAPTRUST·Boston, Massachusetts, United States
Tax Associate at CAPTRUST. Location: Boston, Massachusetts, United States. Role: Support annual tax return prep, Assist with quarterly tax payments, Collaborate with advisors on client service Requirements: 1–3 years public accounting tax experience; foundational bookkeeping; pro…
Senior Financial Advisor
CAPTRUST·Allentown, Pennsylvania, United States
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. Catego…
Senior Tax Associate
CapTrust·Dallas, Texas, United States
Senior Tax Associate at CapTrust. Location: Dallas, Texas, United States. Role: Meet clients, Collaborate advisors, Prepare returns Requirements: 3+ years public accounting tax experience; know federal/state tax laws; proficient in MS Office; experience with tax returns and plann…