Relationship Manager

Join to apply for the Relationship Manager role at United Capital Financial Advisors, LLC
.

Be among the first 25 applicants, posted 5 days ago.

The Role:

Relationship Manager (RM). As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to support high-net-worth client relationships, ensure an exceptional client experience, and participate in the financial planning and advisory process. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.

• Serve as liaison between high-net-worth clients and our world‑class advisors, delivering a professional and personalized experience.
• Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships.
• Assist with meeting preparation, follow‑up, and ongoing client communication.
• Support client onboarding, account maintenance, 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.

• Minimum of 3 years of financial services experience.
• Prior client‑facing experience preferred.
• Experience with in wealth management, financial advisory, banking, trust, or related financial services roles.
• Desire to pursue the CFP® designation.
• Already a financial advisor or currently on a path toward an advisory role.
• Strong communication skills, both verbal and written.
• High level of organization, attention to detail, and follow‑through.
• Ability to manage multiple priorities in a fast‑paced, client‑driven environment.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred.

• Competitive compensation and comprehensive benefits package.
• Medical, dental, vision, life, and disability insurance.
• Generous paid time off, holidays, and parental leave.
• Retirement plan with company match.
• Direct mentorship and exposure to senior leadership and advisors.
• A clear career path toward advisor development for high performers.

Ready to build a career in wealth management? Join a firm that values growth, professionalism, and long‑term career development. If you’re client‑focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.

Apply today and take the next step in your career with United Capital Financial Advisors.

Equal Employment Opportunity Statement

All will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.

Applicants must be legally authorized to work in the United States without sponsorship.