Wealth Management: Client Relations Lead

United Capital Financial Advisors, LLC; Reston (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

United Capital Financial Advisors, LLC is seeking a Relationship Manager in Reston, VA to support Wealth Advisors and Managing Directors with high‑touch client service. The role focuses on money movement, onboarding, and client communications in a fast-paced wealth management environment.

You will collaborate on planning conversations, client reviews, and operational capacity across teams, with opportunities to grow within a nationally respected firm and strong mentorship from senior leadership.

Qualifications

• Minimum of 3 years of financial services experience.
• Experience in wealth management or related financial services roles.
• Strong organization, attention to detail, and follow-through.
• Ability to manage multiple priorities in a fast-paced, client-driven environment.
• Strong written and verbal communication skills.
• Series 65 license or willingness to obtain; CFP designation desired.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience preferred.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience
• Assist with meeting preparation, follow-up, and ongoing client communication
• Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation
• Research and help resolve complex client service and operational matters
• Participate in financial planning support, pipeline tracking, and client review preparation
• Gain exposure to advisor workflows, planning conversations, and long-term relationship management
• Collaborate with advisors and office leadership to support operational capacity across teams when needed

Skills

Client relationships

Attention to detail

Communication

Time management

Office software

CRM experience

Education

Bachelor’s degree in Finance/Economics

Tools

Salesforce

Job description

United Capital Financial Advisors, LLC is seeking a Relationship Manager in Reston, VA to support Wealth Advisors and Managing Directors with high‑touch client service. The role focuses on money movement, onboarding, and client communications in a fast-paced wealth management environment.

You will collaborate on planning conversations, client reviews, and operational capacity across teams, with opportunities to grow within a nationally respected firm and strong mentorship from senior leadership.