CAPTRUST · 2 days ago
Financial Advisor Relationship Manager
Alexandria, VA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for clients. The role involves leading client review meetings, presenting financial plans, and ensuring clients feel supported and informed throughout their financial journey.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
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
Qualification
Required
10+ years of applicable industry experience
Certified Financial Planner (CFP®) designation or CFP® track
Strong proficiency utilizing Microsoft Office products
Four-year college degree in business, preferably with an emphasis in Finance or Accounting
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
Benefits
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase