Senior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$175,000–$225,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$175,000–$225,000 / yearFull timeThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Financial Planning Specialist CAPTRUSTFinancial Planning SpecialistGreensboro, North CarolinaPrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm: Responsibilities: Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc.
Wealth Solutions Insurance Manager CAPTRUSTWealth Solutions Insurance ManagerAny CAPTRUST Office$115,000–$180,000 / yearCAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Associate Trader CAPTRUSTAssociate TraderCosta Mesa, California$85,000–$95,000 / yearWorking alongside experienced Traders, Portfolio Managers, and Wealth Advisors, the successful candidate will gain broad exposure to the investment management process, including portfolio construction, asset allocation, rebalancing, trade execution, fixed income portfolio management, and equity research. This role provides a unique opportunity to develop real-world investment experience within a leading wealth management and investment advisory firm while building the analytical and technical skills necessary for long-term success in the investment industry.
Content Strategist and Public Relations Consultant CAPTRUSTContent Strategist and Public Relations ConsultantRaleigh, North CarolinaThis role is designed for someone who can move fluidly between strategy and execution: shaping editorial priorities, developing high-quality written content, supporting media relations and thought leadership, and helping translate complex financial topics into clear, compelling communications. The ideal candidate brings strong writing judgment, an understanding of how content supports business development and client engagement, and the ability to partner effectively with subject matter experts, marketing colleagues, and business-line stakeholders.
Wealth Financial Advisor CAPTRUSTWealth Financial AdvisorChesterfield, Missouri$90,000–$100,000 / yearFull timeYou'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Wealth Relationship Manager CAPTRUSTWealth Relationship ManagerAllentown, PennsylvaniaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is seeking a Wealth Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion.
Advisor Productivity & AI Tools Product Specialist CAPTRUSTAdvisor Productivity & AI Tools Product SpecialistRaleigh, North CarolinaThis role will work closely with the Product Manager, Strategy & Transformation Office, IT, vendors, and business teams to evaluate new capabilities, support feature releases, configure tools for advisor workflows, and drive adoption of solutions that enhance advisor productivity and client experience. The ideal candidate has strong problem-solving skills, a collaborative mindset, and an interest in developing deeper product expertise across AI-enabled tools, vendor capabilities, and emerging integration patterns that can improve business processes.
Retirement Plan Consulting, Senior Manager CAPTRUSTRetirement Plan Consulting, Senior ManagerRemoteRemote$130,000–$200,000 / yearOverview: CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan consulting, fiduciary education, plan design benchmarking, governance review, and regulatory compliance guidance. Primary responsibilities may include the following: Responsibilities: Serve as a senior subject matter expert for Retirement Plan Consulting by providing oversight, guidance, and strategic support across key service areas, including: o Technical and regulatory guidance for qualified retirement plans.
Tax Associate CAPTRUSTTax AssociateNew Orleans, LouisianaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice.
Senior Wealth Client Management Associate CAPTRUSTSenior Wealth Client Management AssociateMinneapolis, Minnesota$55,000–$65,000 / yearCAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. Primary responsibilities may include the following, amongst others: Responsibilities: Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests.
Lead Strategy & Sales Enablement Senior Consultant CAPTRUSTLead Strategy & Sales Enablement Senior ConsultantRaleigh, North CarolinaThis is an opportunity for a strategic, analytical, and highly collaborative professional to help strengthen how CAPTRUST identifies high-value opportunities, enables advisor follow-through, improves funnel visibility, and measures what drives conversion, efficiency, and revenue outcomes. Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, or similar systems used to manage leads, opportunities, advisor activity, client relationships, or business development data.
Senior Institutional Client Management Associate CAPTRUSTSenior Institutional Client Management AssociateRaleigh, North CarolinaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships.
Institutional Client Management Consultant CAPTRUSTInstitutional Client Management ConsultantRaleigh, North CarolinaAid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables. Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.
Wealth Planning Senior Associate CAPTRUSTWealth Planning Senior AssociateRaleigh, North Carolina$75,000–$125,000 / yearThis includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions.
Defined Contribution Associate II CAPTRUSTDefined Contribution Associate IIRaleigh, North CarolinaCAPTRUST is seeking a Defined Contribution Associate II who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. Responsibilities: Work with our financial advisors, client services, and occasionally directly with firm clients to: Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients.
Institutional Support Associate II CAPTRUSTInstitutional Support Associate IIRaleigh, North CarolinaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Tax Intern CAPTRUSTTax InternNew Orleans, LouisianaTemporaryCAPTRUST is offering a paid Tax Internship in our New Orleans, LA office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.
Senior Compliance Analyst CAPTRUSTSenior Compliance AnalystRaleigh, North CarolinaResponsibilities: Support FINRA, state securities, and insurance registrations, including processing Uniform Forms U-4 and U-5, Form BD, Form ADV, and various state forms for firm personnel; support the licensing onboarding and offboarding process for employees and registered representatives. You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive adherence with applicable laws, regulations, and regulatory guidance.