Financial Wellness Consultant I
WHO are we looking for?
CAPTRUST is seeking a Financial Wellness Consultant I. 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 is responsible for 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. Primary responsibilities may include the following, among others:
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