Advisor​/Relationship Manager

Attessa Capital is an investment management firm (Registered Investment Advisor) serving high-net worth individuals, family offices, and corporations. The firm is based in Tucson, AZ, and has a satellite office in Phoenix, AZ.

Attessa Capital is an investment management firm serving high-net worth individuals, family offices, and corporations, with a Tucson headquarters and a satellite office in Phoenix, AZ.

• This is a full-time, in-person job at our Tucson, AZ office.
• Although background or experience in finance or the financial industry is preferred, we are more focused on finding a candidate who is smart, independent in their work, and willing to learn.
• The culture of the firm is very important to us. While there is an emphasis on customer service and professionalism when dealing with clients, internally, the environment tends to be relaxed, flexible, and non-bureaucratic.

• Client relationship responsibilities
  • Primary point of contact; deliver proactive, high-touch communication and follow-through.
  • Coordinate internally to resolve client needs and improve the ongoing client experience.
• Client onboarding and transitions
  • Lead onboarding from signed agreement through account setup, transfers, and first-90-day experience.
  • Manage documentation and coordination with custodians/third parties to keep onboarding on track and in good order.
• Meeting preparation, follow-up, and documentation
  • Prep meeting materials, agendas, and data, and participate in meetings.
  • Send recaps, track action items, and maintain accurate CRM notes and records.
• Service requests and operational coordination
  • Oversee day-to-day service requests (cash movements, account maintenance, beneficiary updates, etc.).
  • Liaise with custodians/partners, troubleshoot issues, and escalate while keeping clients informed.
• Investment Research & Financial Planning
  • Perform research on existing and prospective investments
  • Help in the preparation, creation, and reporting of financial plans
• Support for advisors and planning team
  • Partner with advisors to implement planning recommendations and ensure clients feel supported.
  • Spot life-event triggers and coordinate next steps with internal/external professionals.
• Compliance and risk awareness
  • Follow firm policies for compliance, privacy, and recordkeeping
  • Help coordinate relationship-building with centers of influence (CPAs/attorneys) and related meetings/materials.

The above list is not comprehensive, but is meant to give an idea for the type of work

Required:

• Strong interpersonal skills
• Excellent computer/software skills
• Strong attention to detail
• Strong financial literacy and understanding
• Experience with a financial services firm, ideally a Registered Investment Advisor
• Experience w/ Charles Schwab (i.e. Schwab Advisor Center), or comparable experience w/ TD Ameritrade, Fidelity, Pershing, etc.
• $100,000 – $200,000, depending on background/qualifications