Financial Advisor Relationship Manager
CAPTRUST17 hours ago
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OnsiteFull-timeMid
Summary
CAPTRUST is seeking a Financial Advisor Relationship Manager to provide high-level service to institutional retirement plan clients. This role offers a competitive salary and excellent career growth potential.
About the Role
As a Financial Advisor Relationship Manager, you will engage with clients through presentations, provide proactive support to retirement plan sponsors, act as a liaison between teams, assist in marketing initiatives, and commit to continuous learning in the financial services industry.
About You
Required:
- Minimum 5 years’ experience in client service/relationship management in the retirement plan recordkeeping, investment advisory, or financial services industry.
- Excellent written and verbal communication skills.
- Detail oriented with a passion for service.
- Series 6, 7, or 65 preferred or must obtain within 90 days of start date.
Preferred:
- Excellent communication and presentation skills for technical audiences.
- Strong proficiency with Microsoft Office products.
- Strong organizational skills.
Benefits
- Company discretionary bonus.
- Health, dental, and vision coverage.
- Employer 401(k) plan and company match.
- Health savings accounts and flexible spending accounts.
- Company-paid life insurance, short-term disability, and long-term disability.
- Paid time off (PTO) or Paid Sick Leave (PSL).
CAPTRUST
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Greenville, SC