Financial Advisor Relationship Manager – Planner

WHO are we looking for?

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, 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 Responsibilities:

• 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 Responsibilities:

• 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 Responsibilities: 

• 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 required
• CFP or required to successfully pass and obtain the Certified Financial Planner (CFP) designation within 24 months of hire date
• 5+ years of relevant work experience preferred

Desired Qualifications/Skills:

• 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 staying in FARM role for a minimum of three years
• 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:

• 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?

4208 Six Forks Rd Suite 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 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:  

• 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 

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