Associate Relationship Manager at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

0.0

Posted On

08 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Cash Flow Analysis, Net Worth Statements, Retirement Planning, Estate Planning, Charitable Planning, Tax Planning, Investment Reviews, Microsoft Office, Communication Skills, Interpersonal Skills, Organizational Skills, Multi-tasking, Client Relationship Management, Financial Data Analysis, Wealth Management

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Associate Relationship Manager, who will be part of a professional team of Wealth Managers, creating comprehensive wealth management solutions for affluent clients, helping to align financial goals and develop and manage a wholistic financial plan. This is a unique opportunity for an individual with a business, financial planning, or accounting background who is seeking an entry level position in the wealth management industry. Responsibilities Compile, interpret and analyze client financial data for the construction of financial plans including, cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning for high-net worth individuals Prepare investment reviews, and other ad hoc reporting and analysis Attend client meetings and effectively communicate financial strategy Qualifications Minimum Qualifications: Bachelors degree in related field or equivalent experience Desired Qualifications: Technology savvy, proficient with Microsoft Office Experience at a wealth management or financial planning advisory firm Strong communication skills, both written and verbal Strong interpersonal skills, includes being polished, courteous, professional, and patient Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines 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: 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) WHERE will you be working? 437 Grant Street Suite 450 | Pittsburgh, PA 15219 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. 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.#associate This position will remain open until filled.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The role involves analyzing client financial data to construct comprehensive wealth management plans, including retirement and tax planning. Additionally, the manager prepares investment reviews and communicates financial strategies during client meetings.