Wealth Relationship Manager

Overview Who Are We Looking For?

CAPTRUST is seeking a Wealth 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 softwareCFA, 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-OnsiteHOW 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…