Client-Focused Financial Advisor & Relationship Manager

CAPTRUST; Richmond (VA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Paid time off (PTO) or Paid Sick Leave (PSL)

Job summary

A financial services firm is seeking a dynamic Financial Advisor Relationship Manager to lead client meetings, present financial plans, and provide exceptional client service. The ideal candidate will possess 10+ years of relevant experience, a CFP® designation, excellent communication skills, and the ability to manage multiple tasks efficiently. This position offers a great culture, comprehensive benefits including health coverage and a discretionary bonus, along with potential for hybrid work flexibility.

Qualifications

• 10+ years of applicable industry experience.
• Strong proficiency utilizing Microsoft Office products.
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting.

Responsibilities

• Prepare client financial plans.
• Hold client review meetings.
• Research and resolve client financial issues.
• Provide excellent customer service and assist with answering questions.
• Maintain up to date calendar for appointments, tasks and internal meetings.

Skills

Client service

Communication skills

Financial planning

Research and analysis

Multi-tasking

Education

Bachelor's degree in business, Finance or Accounting

Certified Financial Planner (CFP®) designation or CFP® track

Tools

Microsoft Office

Job description

A financial services firm is seeking a dynamic Financial Advisor Relationship Manager to lead client meetings, present financial plans, and provide exceptional client service. The ideal candidate will possess 10+ years of relevant experience, a CFP® designation, excellent communication skills, and the ability to manage multiple tasks efficiently. This position offers a great culture, comprehensive benefits including health coverage and a discretionary bonus, along with potential for hybrid work flexibility.