Senior Financial Advisor & Client Relations Leader

CAPTRUST; Wichita (KS); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Life insurance and disability coverage

Paid time off and sick leave

Job summary

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager to provide high-level service to institutional investors and clients. A competitive salary and strong growth potential accompany the role.

The position focuses on delivering plan reviews, presenting in-person with the Senior Financial Advisor, and maintaining proactive client service. Office location is CAPTRUST offices nationwide.

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

Excellent communication

Microsoft Office proficiency

Organizational skills

Client service/relationship management

Tools

Microsoft Office

Job description

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager to provide high-level service to institutional investors and clients. A competitive salary and strong growth potential accompany the role.

The position focuses on delivering plan reviews, presenting in-person with the Senior Financial Advisor, and maintaining proactive client service. Office location is CAPTRUST offices nationwide.