Financial Advisor Relationship Manager

Captrust • Allentown, PA

20d • Onsite

About The Position

CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and contribute to a successful wealth management practice with team assets exceeding $50 billion. The role provides comprehensive financial planning, investment management solutions, and risk management to wealth clients, helping guide them toward short- and long-term financial goals. The internal title is Financial Advisor | Relationship Manager.

The position supports and grows client relationships, manages financial planning projects and client service, contributes to wealth planning recommendations, and implements portfolio strategies. It also includes preparing for and participating in client meetings, coordinating with internal teams, and supporting business development. Travel may be required as needed. The role is onsite at 600 Hamilton St #900, Allentown, PA 18101, and is not a remote or work-from-home position.

Requirements

• Four-year college degree with a Finance or similar major, or equivalent work experience.
• 10–12 years of experience in sales and related industry experience in wealth management, financial planning, and investment vehicles.
• Series 65, or must obtain it within 90 days of the start date.
• Strong communication skills, including public speaking, and excellent interpersonal skills.
• Analytical, critical-thinking, and problem-solving abilities.
• Relevant exposure to CRM and financial services software.
• Strong work ethic, professional demeanor, and client service focus.
• Good organizational skills, including multitasking and adapting priorities to meet deadlines.
• Excellent verbal and written communication skills.

Nice To Haves

• Knowledge of or exposure to eMoney or similar financial planning software.
• CFA, CFP, CPA, or another applicable certification.

Responsibilities

• Support and grow existing client relationships while increasing direct communication and service responsibilities.
• Manage financial planning projects, client requests, and meeting coordination with a high degree of ownership.
• Prepare and support financial planning recommendations across investments, retirement, estate, charitable, and insurance strategies.
• Execute portfolio changes, including rebalancing, transitions, and tax-loss harvesting, and monitor alignment with client objectives.
• Prepare materials and contribute to client discussions, presentations, and ongoing reviews.
• Serve as a liaison with internal departments to ensure efficient execution and high-quality client outcomes.
• Assist in identifying new opportunities, building referral networks, and developing client acquisition skills.
• Be available to travel as needed.

Benefits

• Company discretionary bonus.
• Health, dental, and vision coverage.
• Employer 401(k) plan and company match.
• Health savings accounts.
• Flexible spending accounts.
• Voluntary supplemental plans, subject to plan terms.
• Company-paid life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL).
• Fully stocked break room and employee events.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior