Client-Focused Financial Advisor & Relationship Manager

A financial services firm is seeking a dynamic Financial Advisor Relationship Manager to lead client meetings, present financial plans, and provide exceptional client service. The ideal candidate will possess 10+ years of relevant experience, a CFP® designation, excellent communication skills, and the ability to manage multiple tasks efficiently. This position offers a great culture, comprehensive benefits including health coverage and a discretionary bonus, along with potential for hybrid work flexibility.
We are seeking a motivated Client-Focused Financial Advisor & Relationship Manager to join CAPTRUST in Richmond, VA, United States. Are you ready to take on the Client-Focused Financial Advisor & Relationship Manager role at CAPTRUST? We would love to welcome a new Client-Focused Financial Advisor & Relationship Manager to our organisation in Richmond, VA, United States. For the Client-Focused Financial Advisor & Relationship Manager position at CAPTRUST, we are reviewing applications now.