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Financial Advisor - Endowments and Foundations
captrust · Raleigh | US-NC-Charlotte | US-IL-Chicago | US-CO-Greenwood Village, CO | US-TX-Houston | US-CA-Los Angeles | US-FL-Miami | US-TN-Nashville | US-NY-New York | US-FL-Tampa, NC, US
About The Role
Who Are We Looking For? Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million.
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