Financial Advisor Relationship Manager

Overview

Who Are We Looking For?

CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment management solutions, and risk management to wealth clients. Your role will be pivotal in guiding clients towards their short and long-term financial goals.

The internal title for this role is intended to be Financial Advisor | Relationship Manager.

Responsibilities

• Manage Client Relationships: Support and grow existing client relationships while increasing direct communication and service responsibilities
• Execute Client Service: Manage financial planning projects, client requests, and meeting coordination with a high degree of ownership
• Deliver Wealth Planning: Prepare and support financial planning recommendations across investments, retirement, estate, charitable, and insurance strategies
• Implement Portfolio Strategies: Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor alignment with client objectives
• Participate in Client Meetings: Prepare materials and contribute to client discussions, presentations, and ongoing reviews
• Coordinate Across Teams: Serve as a liaison with internal departments to ensure efficient execution and high-quality client outcomes
• Support Business Development: Assist in identifying new opportunities, building referral networks, and developing client acquisition skills
• Travel: Be available to travel as needed.

Qualifications

Minimum Qualifications:

• 4-year college degree, with Finance or similar major or equivalent work experience
• Minimum 10-12 Years of experience in sales and related industry experience in wealth management, financial planning, and investment vehicles
• Series 65 or must obtain within 90 days of start date
• Desired Qualifications/Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential.
• Relevant exposure to CRM and financial services software
• Strong work ethic, professional demeanor, and client service focus
• Good organizational skills (e.g., multi-tasking and adapting priorities to meet deadlines)
• Excellent verbal and written communication skills
• Knowledge of or exposure to eMoney or similar financial planning software
• CFA, CFP; CPA; or other applicable certification preferred
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• Our Employee Benefits Package shows how much we value our team. Some benefits include:
• 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)
• WHERE will you be working?
• 600 Hamilton St #900 | Allentown, PA 18101
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
• #mid-senior
• This position will remain open until filled.

Responsibilities

• Manage Client Relationships: Support and grow existing client relationships while increasing direct communication and service responsibilities
• Execute Client Service: Manage financial planning projects, client requests, and meeting coordination with a high degree of ownership
• Deliver Wealth Planning: Prepare and support financial planning recommendations across investments, retirement, estate, charitable, and insurance strategies
• Implement Portfolio Strategies: Execute portfolio changes including rebalancing, transitions, and tax-loss harvesting; monitor alignment with client objectives
• Participate in Client Meetings: Prepare materials and contribute to client discussions, presentations, and ongoing reviews
• Coordinate Across Teams: Serve as a liaison with internal departments to ensure efficient execution and high-quality client outcomes
• Support Business Development: Assist in identifying new opportunities, building referral networks, and developing client acquisition skills
• Travel: Be available to travel as needed.

Qualifications

Minimum Qualifications:

• 4-year college degree, with Finance or similar major or equivalent work experience
• Minimum 10-12 Years of experience in sales and related industry experience in wealth management, financial planning, and investment vehicles
• Series 65 or must obtain within 90 days of start date
• Desired Qualifications/Skills: Strong communication skills, including public speaking, and excellent interpersonal skills. Analytical, critical thinking, and problem-solving abilities are essential.
• Relevant exposure to CRM and financial services software
• Strong work ethic, professional demeanor, and client service focus
• Good organizational skills (e.g., multi-tasking and adapting priorities to meet deadlines)
• Excellent verbal and written communication skills
• Knowledge of or exposure to eMoney or similar financial planning software
• CFA, CFP; CPA; or other applicable certification preferred
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• Our Employee Benefits Package shows how much we value our team. Some benefits include:
• 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)
• WHERE will you be working?
• 600 Hamilton St #900 | Allentown, PA 18101
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
• #mid-senior
• This position will remain open until filled.