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)

401(k) (1) Bonus (1) Employee Ownership (1) Financial Planning (1) Health Coverage (1) Wellness Platform (1)
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.