The Advisory Trading Specialist will initiate the day-to-day trading and operations for all discretionary managed... and collaborative team environment, while helping you reach your career goals! Key Responsibilities Perform daily trading...
Overview: WHO are we looking for? CAPTRUST seeks a Relationship Management Specialist who will deliver high-level... customer service to clients to the firm. The successful candidate will join an established wealth management advisory team...
, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Prepare for client meetings... of experience at a wealth management or financial planning advisory firm Proficiency in Word, Excel, PowerPoint, and Outlook...