Overview: WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior... Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice...
Overview: WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior... Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice...
recommendations that clients can confidently implement. Provide Investment Guidance Partner with CAPTRUST’s national investment...’s degree from an accredited institution WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients...
, releases, and architectural changes to anticipate impact on CAPTRUST and our advisors. Develop and maintain practical... and effective tool usage. Configure and contextualize productivity tools to fit CAPTRUST advisor workflows. Document workflows...