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Wealth Relationship Manager
captrust · Allentown, PA, US
About The Role
Who Are We Looking For? 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. 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. The internal title for this role is intended to be Financial Advisor | Relationship Manager.
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