Institutional Financial Advisor & Client Relationship Lead

CAPTRUST; Los Angeles (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Health/dental/vision

401(k) match

Life and disability insurance

PTO/ PSL

Job summary

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Responsibilities include plan reviews and presentations in partnership with the Senior Financial Advisor, proactive client service, and inter-department liaison to ensure professional communication.

Qualifications

• 8+ years in client service/relationship management in investment advisory, money management, or financial services.
• Excellent written and verbal communication skills.
• Series 65 or must obtain within 90 days of start date.

Responsibilities

• Provide client-facing role delivering plan reviews and other presentations in-person with the Senior Financial Advisor.
• Proactively address client needs and maintain strong communication across departments.
• Support marketing efforts to create future opportunities and educational meetings for clients.

Skills

Communication

Presentation skills

Organization

Microsoft Office

Education

Securities Series 65

Job description

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing firm.

Responsibilities include plan reviews and presentations in partnership with the Senior Financial Advisor, proactive client service, and inter-department liaison to ensure professional communication.