Financial Advisor Relationship Manager

Overview

WHO are we looking for?

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager (FARM) to serve as the primary point of contact for our clients. In this role, the FARM will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The FARM will also handle intermediate to advanced client service tasks with precision and follow-through. As a FARM, this individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way.

Responsibilities

• Prepare client financial plans
• Hold client review meetings
• Research and resolve client financial issues
• Provide excellent customer service and assist with answering questions.
• Gather additional AUM from existing clients
• Obtain referrals from existing client base
• Maintain up to date calendar to include appointments, tasks and internal meetings
• Stay up to date on current events, the market and the economy
• Develop COI relations with other professionals
• Ensure regulatory compliance is followed.
• Establish, maintain and update files, databases, records and / or other documents.
• Operate standard office equipment and use the required software applications.
• Attend Client functions, as assigned, which may be after office hours

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

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 :

WHERE will you be working?

330 John Carlyle St Ste 400 | Alexandria, VA 22314

Due to the nature of the role, this is not a remote position; however, flexibility for hybrid work may be available #LI-Hybrid

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.

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #Director #Mid-Senior

This position will remain open until filled.