
1001 - 5000 employees
Founded 1989
💼 Consulting
🏥 Healthcare
⚖️ Legal
💰 Private Equity Round on 2023-09
Consulting • Healthcare • Legal
CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.
Selected: 🆕 Date Added.
🕒 September 3
Financial Wellness Consultant developing tailored financial wellness programs for CAPTRUST clients. Managing retirement-plan relationships, launches, education, engagement metrics, and ongoing client strategy.
🇺🇸 United States – Remote
💵 $85k - $125k / year
💰 Private Equity Round on 2023-09
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
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