Job Summary Job Description What is the opportunity? The Wealth Management Consultant (WMC) provides the primary... external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work... with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
will have a strong background in problem-solving and client relationship management. In this role, you will work closely with clients to understand..., including tax strategies, estate planning, and cash management. Provide ongoing support and guidance to clients regarding...