Senior Financial Advisor & Client Relations Leader

CAPTRUST; Draper (UT); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Health savings accounts

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.

The role emphasizes client-facing plan reviews, presentations, and collaboration across departments to ensure professional, timely service and ongoing education for plan participants.

Qualifications

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

Responsibilities

• Provide an important client-facing role delivering plan reviews and other presentations in-person in partnership with the Senior Financial Advisor
• Expected to be aware and informed of client needs and provide proactive service to clients
• Expected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment
• 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 properly licensed and trained)
• Expected to continue financial education and stay abreast of industry trends and planning topics

Skills

Client service

Relationship management

Communication skills

Tools

Microsoft Office

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.

The role emphasizes client-facing plan reviews, presentations, and collaboration across departments to ensure professional, timely service and ongoing education for plan participants.