CAPTRUST
1 open remote positions
CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
✨ Benefits Overview (1 of 1 jobs list additional benefits)
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401(k)
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Bonus
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Employee Ownership
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Financial Planning
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Health Coverage
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Wellness Platform
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Financial Wellness Consultant
3 weeks ago
US
A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role involves developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction.