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.
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.
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.
Wealth Financial Advisor CAPTRUSTWealth Financial AdvisorChesterfield, Missouri$90,000–$100,000 / yearYou'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.
Data Quality Analyst CAPTRUSTData Quality AnalystRaleigh, North CarolinaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Responsibilities: Lead the firm's data quality program by identifying, defining, and prioritizing data quality rules in partnership with business owners and data stewards.
Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. 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.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearFull timeAt least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. 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.
Senior Portfolio Integrations Lead CAPTRUSTSenior Portfolio Integrations LeadRemoteRemote$105,000–$150,000 / yearThey will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints. Responsibilities: Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearAt least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. 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 Operations Associate II CAPTRUSTWealth Operations Associate IIPhoenix, ArizonaCompletion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience. Desired Qualifications/Skills: Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams.
OCIO Portfolio Solution Specialist CAPTRUSTOCIO Portfolio Solution SpecialistRaleigh, North CarolinaCAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.