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Financial Advisor Relationship Manager

captrust · Allentown, PA, US

Client RelationsImported listingfull-time4 months ago

About The Role

Who Are We Looking For? CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment management solutions, and risk management to wealth clients. Your role will be pivotal in guiding clients towards their short and long-term financial goals.

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