Wealth Financial Advisor, Relationship Manager

CAPTRUST

Wealth Financial Advisor Relationship Manager serving as the primary contact for clients. Leading client review meetings and updating financial plans while ensuring excellent customer service and communication.

Posted 6/6/2026full-timeAlexandria • Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

6+ years of applicable industry experience
Certified Financial Planner (CFP®) designation
Strong proficiency utilizing Microsoft Office products
Four-year college degree in business, preferably with an emphasis in Finance or Accounting
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment analysisregulatory compliancedata interpretationfinancial researchmacroeconomic analysissecurity analysistask managementclient relationship management

Soft Skills

customer servicecommunicationpresentationprioritizationmulti-taskingdelegationteamwork

Certifications

Certified Financial Planner (CFP®)