Wealth Relationship Manager Specialist

Wealth Relationship Manager Specialist (Associate Advisor)

CAPTRUST seeks a dynamic Wealth Relationship Manager Specialist (Associate Advisor) who will lead and support existing and new client relationships to provide world-class service.

Client Facing Responsibilities

• Prepare and propose items of discussion, financial planning issues, and recommendations for client review meetings
• Attend or lead client meetings with/without Senior Advisor as appropriate
• Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
• Maintain frequent communications with clients between meetings
• Assume relationship management responsibilities for existing clients
• Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing

Financial Planning

• Effectively use eMoney platform and/or other software tools to create and update financial projections
• Collaborate with advisor team to develop appropriate financial recommendations for clients
• Develop and maintain an area of planning expertise – for example:
  Estate Planning, Insurance, Social Security, etc.

Investment Management

• Effectively communicate our investment strategy and recommendations to clients
• Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
• Present with and without Senior Advisor, portfolio recommendations to clients
• Support advisor team with rebalancing/realignment of portfolios as needed

Professional Development

• Pursue additional qualifications which will continue to build upon the team's collective expertise.
• Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends.

Minimum Qualifications:

• Bachelor's degree or higher
• CFP® designation or successful completion of the CFP exam
• 5+ years of relevant work experience

Candidate

Qualifications:

• Passionate interest in working as part of a team to serve clients' full range of financial planning needs
• Team Player mindset and willingness to do whatever is needed, big or small
• Enjoys direct and personal interactions with clients
• Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor

Desired Qualifications/

Skills:

• Excellent written and verbal communication skills
• Excellent computer skills, including MS Word, Excel, and Outlook
• Familiarity with Financial Planning Software (eMoney preferred)
• Well-developed interpersonal skills
• Exceptional organizational skills
• Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
• Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work

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?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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…