Client-Focused Financial Advisor & Relationship Manager

CapTrust Advisors, LLC; Leawood (KS); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with match

Paid time off (PTO)

Job summary

A financial advisory firm in Leawood is seeking a Financial Advisor Relationship Manager to engage with clients and lead review meetings. The ideal candidate will have over 3 years of experience, a CFP designation or be on track, and strong communication skills. Responsibilities include managing client relationships, preparing for meetings, and overseeing various financial service tasks. This role offers competitive benefits, including health coverage and a discretionary bonus, with a strong emphasis on personal growth and teamwork.

Qualifications

• 3+ years of applicable industry experience.
• Certified Financial Planner (CFP®) designation or CFP® track.
• Strong proficiency utilizing Microsoft Office products.

Responsibilities

• Support senior advisor(s) in managing and growing client relationships.
• Prepare for client meetings by gathering relevant information.
• Manage client service requests and follow-up tasks.

Skills

Client relationship management

Communication skills

Financial planning knowledge

Proficiency in Microsoft Office

Education

Four-year degree in business or equivalent

Job description

A financial advisory firm in Leawood is seeking a Financial Advisor Relationship Manager to engage with clients and lead review meetings. The ideal candidate will have over 3 years of experience, a CFP designation or be on track, and strong communication skills. Responsibilities include managing client relationships, preparing for meetings, and overseeing various financial service tasks. This role offers competitive benefits, including health coverage and a discretionary bonus, with a strong emphasis on personal growth and teamwork.