Financial Advisor Relationship Management - Planner
CAPTRUST
- Salary
- $100k - $120k
- Experience
- 3+ yrs
- Location
- New Hyde Park, New York, United States
- Job type
- Full-time
Required skills
- eMoney
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
About the role
Bachelor's degree or higher; 3+ years relevant work experience; CFP preferred; excellent communication and computer skills including MS Word, Excel, Outlook; familiarity with eMoney preferred.
About CAPTRUST
Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
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