CAPTRUST

Financial Advisor, Relationship Manager

CAPTRUST

full-time

Posted on:

Location Type: Hybrid

Location: Alexandria • Virginia • 🇺🇸 United States

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Job Level

SeniorLead

About the role

  • Prepare client financial plans
  • Hold client review meetings
  • Research and resolve client financial issues
  • Provide excellent customer service and assist with answering questions.
  • Gather additional AUM from existing clients
  • Obtain referrals from existing client base
  • Maintain up to date calendar to include appointments, tasks and internal meetings
  • Stay up to date on current events, the market and the economy
  • Develop COI relations with other professionals
  • Ensure regulatory compliance is followed.
  • Establish, maintain and update files, databases, records and/or other documents.
  • Operate standard office equipment and use the required software applications.
  • Attend Client functions, as assigned, which may be after office hours

Requirements

  • 10+ years of applicable industry experience
  • Certified Financial Planner (CFP®) designation or CFP® track
  • Strong proficiency utilizing Microsoft Office products
  • Four-year college degree in business, preferably with an emphasis in Finance or Accounting
Benefits
  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningregulatory complianceclient relationship managementfinancial issue resolutiondata managementcalendar managementmarket analysiscustomer service
Soft skills
communicationinterpersonal skillsorganizational skillsproblem-solvingrelationship building
Certifications
Certified Financial Planner (CFP®)