Senior Financial Advisor & Client Relations Leader

CAPTRUST; Des Moines (IA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

401(k) with company match

PTO/PSL

Job summary

CAPTRUST in Des Moines, IA seeks a Financial Advisor Relationship Manager to deliver high-level service to institutional investors and clients. You will present plan reviews and coordinate with the Senior Financial Advisor to meet client needs in a proactive, collaborative environment.

This role requires 8+ years in client service/relationship management within investment advisory or financial services, plus excellent written and verbal communication.

Qualifications

• 8+ years of experience 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 presentations with the Senior Financial Advisor.
• Be aware of client needs and provide proactive service.
• Serve as liaison with other departments to maintain communication and teamwork.
• Assist with marketing efforts to create future opportunities
• Provide educational meetings for clients as needed
• Conduct one-on-one education meetings with plan participants (once licensed)
• Stay informed on financial education and industry trends.

Skills

Communication skills

Relationship management

Microsoft Office

Presentation skills

Tools

Microsoft Office

Job description

CAPTRUST in Des Moines, IA seeks a Financial Advisor Relationship Manager to deliver high-level service to institutional investors and clients. You will present plan reviews and coordinate with the Senior Financial Advisor to meet client needs in a proactive, collaborative environment.

This role requires 8+ years in client service/relationship management within investment advisory or financial services, plus excellent written and verbal communication.