- Proactively manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews. Deliver exceptional results to clients and provide comprehensive briefings to senior advisors for delivery.
- Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output
- Prepare for client meetings (solo or with senior advisors) by leveraging centralized resources and expertise to deliver exceptional investment performance, market updates, economic forecasts, and other valuable information to clients.
- Attend client meetings as requested by senior advisors
- Collaborate with CAPTRUSTs research and trading teams to implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios, ensuring optimal performance and client satisfaction.
- Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
- 5+ years of relevant experience
- Exceptional proficiency in utilizing Microsoft Office products, enabling efficient and effective work processes
- Four-year college degree, demonstrating a strong educational foundation and commitment to personal growth
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
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Financial Advisor Relationship Manager - Spring, United States - CAPTRUST
Description
Overview:
WHO are we looking for?
An energetic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm. The Financial Advisor Relationship Manager will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in The Woodlands, TX.
Responsibilities:Job Responsibilities:
Minimum Qualifications:
Desired Qualifications/Skills:
CFP, CFA or CPA track preferred
Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great place 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.
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Virgin Pulse wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
1725 Hughes Landing Blvd. #880, The Woodlands, TX 77380
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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior
