Wealth Relationship Manager Specialist

divh2Wealth Relationship Manager Specialist/h2pCAPTRUST seeks a dynamic Wealth Relationship Manager Specialist who will lead and support existing and new client relationships to provide world-class service./ph3Responsibilities/h3pClient Facing Responsibilities/pulliPrepare and propose items of discussion, financial planning issues, and recommendations for client review meetings/liliAttend or lead client meetings with/without Senior Advisor as appropriate/liliManage client meeting follow-up items and action items with clients and Senior Advisor if necessary/liliMaintain frequent communications with clients between meetings/liliAssume relationship management responsibilities for existing clients/liliAssist with calendaring of planning exercises and appropriate follow-ups for new clients and existing/li/ulpFinancial Planning/pulliEffectively use eMoney platform and/or other software tools to create and update financial projections/liliCollaborate with advisor team to develop appropriate financial recommendations for clients/liliDevelop and maintain an area of planning expertise for example: Estate Planning, Insurance, Social Security, etc./li/ulpInvestment Management/pulliEffectively communicate our investment strategy and recommendations to clients/liliWork with Senior Advisor to develop suitable portfolio recommendations for individual clients/liliPresent with and without Senior Advisor, portfolio recommendations to clients/liliSupport advisor team with rebalancing/realignment of portfolios as needed/li/ulpProfessional Development/pulliPursue additional qualifications which will continue to build upon the teams collective expertise./liliAttend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends./li/ulh3Qualifications/h3pMinimum Qualifications:/pulliBachelors degree or higher/liliCFP designation or successful completion of the CFP exam/lili5+ years of relevant work experience/li/ulpCandidate Qualifications:/pulliPassionate interest in working as part of a team to serve clients full range of financial planning needs/liliTeam Player mindset and willingness to do whatever is needed, big or small/liliEnjoys direct and personal interactions with clients/liliInterest in longer term firm career advancement opportunity as a Senior Wealth Advisor/li/ulpDesired Qualifications/Skills:/pulliExcellent written and verbal communication skills/liliExcellent computer skills, including MS Word, Excel, and Outlook/liliFamiliarity with Financial Planning Software (eMoney preferred)/liliWell-developed interpersonal skills/liliExceptional organizational skills/liliEffective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines/liliAbility to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work/li/ulpWhat can you expect from your career at CAPTRUST?/ppOur colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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./ppOur Employee Benefits Package shows how much we value our team. Some benefits include:/pulliCompany discretionary bonus./liliHealth, 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./liliCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods./liliPaid time off (PTO) or Paid Sick Leave (PSL)/li/ulpWhere will you be working?/pp4208 Six Forks Rd #1700 | Raleigh, NC 27609/ppDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite/ppHow do we build a world class organization one brick at a time?/ppWe 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./ppAre you the next brick?/ppTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:/pulliAbility to build successful, collaborative, and trusting relationships/liliInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information/liliA 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/liliInherent desire to give back to our communities and enrich the lives of those around us/liliAn other-centered mindset/liliIntegrity through maintaining objectivity/li/ulpEEO/Diversity Statement:/ppAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported./ppIt 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./ppThis position will remain open until filled./p/div