Current jobs related to Financial Advisor Relationship Manager - Spring - CAPTRUST

  • Financial Services Advisor

    6 days ago

    Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    About Campbell & CompanyWe are a dynamic Wealth Management & CPA Firm, celebrating 3 decades in business. Our team is dedicated to helping clients achieve their goals through prior planning and excellent service.Job SummaryWe are seeking a highly motivated and detail-oriented Service Advisor to join our team. As a key member of our Financial Advisor's book...

  • Dealer Relationship Manager

    6 days ago

    SPRING, United States OneMain Financial Full time

    OneMain Auto is currently seeking a talented individual to fill the position of a Dealer Relationship Manager  for the Houston, Texas region.    A Dealer Relationship Manager  is responsible for generating quality applications for indirect auto retail installment contracts for their assigned region.  This is accomplished through the maintenance of...

  • Investment Associate

    3 weeks ago

    Spring, Texas, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...

  • Auto Finance Relationship Manager

    7 days ago

    Spring Hills, Texas, United States OneMain Financial Full time

    Job Title: Auto Finance Relationship ManagerOneMain Financial is seeking a skilled Auto Finance Relationship Manager to join our team in the Houston, Texas region. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with dealerships to drive business growth and revenue.Key Responsibilities:Develop and...

  • Client Advisor

    4 days ago

    Spring Valley, Nevada, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a dynamic and growing insurance organization dedicated to providing top-notch services to our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind.Job SummaryWe are seeking a highly motivated and coachable Client Advisor to join our team. As a Client Advisor, you...

  • Financial Operations Manager

    5 days ago

    Spring, Texas, United States Creative Financial Staffing Full time

    Assistant Controller RoleCreative Financial Staffing is seeking a highly skilled Assistant Controller to join our dynamic team. As a key member of our financial operations, you will play a critical role in ensuring the accuracy, compliance, and efficiency of our accounting processes.Key Responsibilities:Financial Close Process: Lead the financial close...

  • Business Development Manager

    2 days ago

    Spring, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager I - Business Banker to join our team in Spring, TX. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business customers.Key...

  • Dealer Relationship Manager

    7 hours ago

    Spring, TX, United States OneMain Financial Full time

    OneMain Auto is currently seeking a talented individual to fill the position of a Dealer Relationship Manager for the Houston, Texas region.   A Dealer Relationship Manager is responsible for generating quality applications for indirect auto retail installment contracts for their assigned region.  This is accomplished through the maintenance of...

  • Financial Services Coordinator

    1 week ago

    Spring, Texas, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Business Banking Relationship Officer

    4 weeks ago

    Spring, Texas, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our competitive edge in the financial sector. We are committed to creating an inclusive workplace culture where every team member feels appreciated, respected, and empowered to contribute to our collective success. As a Business...

  • Business Development Manager

    4 hours ago

    Spring, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager I - Business Banker to join our team in Spring, TX. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business customers.Key...

  • Patient Financial Advisor II

    2 weeks ago

    Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job SummaryAdventist HealthCare is seeking an experienced Patient Financial Advisor II to join our team. As a Patient Financial Advisor II, you will play a critical role in supporting our mission to provide high-quality, compassionate care to our patients.Key ResponsibilitiesSupport current care plans and throughput within acute medical services.Support...

  • Personal Banker I

    3 weeks ago

    Spring, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled and motivated Personal Banker I to join our team at BOK Financial. As a key member of our banking division, you will be responsible for delivering exceptional client experiences and building long-term relationships with our customers.Key ResponsibilitiesClient Relationship Building: Develop and maintain strong...

  • Patient Financial Advisor II

    3 weeks ago

    Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job SummaryAdventist HealthCare is seeking an experienced Patient Financial Advisor II to join our team. As a Patient Financial Advisor II, you will play a critical role in supporting our mission to provide high-quality, compassionate care to our patients.Key ResponsibilitiesSupport current care plans and throughput within acute medical services.Support...

  • Relationship Banker II

    3 weeks ago

    Spring, Texas, United States Regions Bank Full time

    Job SummaryRegions Bank is seeking a highly motivated and results-driven Relationship Banker II to join our team. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing tailored solutions to meet those needs.Key...

  • Certified Financial Planner

    1 month ago

    Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Title: Financial Service Advisor - Licensed Series 65.Functions: Client Servicing & Advisor Support.Type: Full Time.Salary: Salary + Variable Compensation Package.Experience: FINRA Series 65 Required, CFP designation required.Reports To: Principal of Practice.Location: Spring Hill, Florida.About Campbell & Company:Welcome to Campbell & Company Wealth...

  • Patient Financial Advisor II

    1 week ago

    Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job SummaryWe are seeking an experienced Patient Financial Advisor II to join our team at White Oak Medical Center. As a Patient Financial Advisor II, you will play a critical role in supporting our patients' financial needs and ensuring a smooth transition through our care process.Key ResponsibilitiesSupport current care plans and throughput within acute...

  • Patient Financial Advisor II

    2 weeks ago

    Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job SummaryWe are seeking an experienced Patient Financial Advisor II to join our team at White Oak Medical Center. As a Patient Financial Advisor II, you will play a critical role in supporting our patients' financial needs and ensuring a seamless billing process.Key ResponsibilitiesSupport current care plans and throughput within acute medical...

  • Patient Financial Advisor II

    2 weeks ago

    Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job SummaryWe are seeking an experienced Patient Financial Advisor II to join our team at White Oak Medical Center. As a Patient Financial Advisor II, you will play a critical role in supporting our patients' financial needs and ensuring a smooth billing process.Key ResponsibilitiesSupport current care plans and throughput within acute medical...

  • Client Service Associate

    3 weeks ago

    Silver Spring, United States Nifty Advisor Support Full time

    This job opportunity is being managed by Nifty Advisor Support on behalf of Blue Summit Wealth Management. All applications and inquiries will be handled through Nifty Advisor Support. Direct emails and messages will not be responded to. This hybrid role is located in San Diego, California. Blue Summit Wealth Management is a family business founded in 1994....

Financial Advisor Relationship Manager

4 months ago

Spring, United States CAPTRUST Full time

Overview: WHO are we looking for?

An energetic

Financial Advisor Relationship Manager

who will deliver high-level customer service to clients to the firm.

The Financial Advisor Relationship Manager will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients.

A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in The Woodlands, TX.

Responsibilities: Job Responsibilities: Proactively manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews. Deliver exceptional results to clients and provide comprehensive briefings to senior advisors for delivery. Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output Prepare for client meetings (solo or with senior advisors) by leveraging centralized resources and expertise to deliver exceptional investment performance, market updates, economic forecasts, and other valuable information to clients. Attend client meetings as requested by senior advisors Collaborate with CAPTRUSTs research and trading teams to implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios, ensuring optimal performance and client satisfaction. Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications: Minimum Qualifications: 5+ years of relevant experience Exceptional proficiency in utilizing Microsoft Office products, enabling efficient and effective work processes Four-year college degree, demonstrating a strong educational foundation and commitment to personal growth Desired Qualifications/Skills:

CFP, CFA or CPA track 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

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great place 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.

Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Virgin Pulse wellness platform 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

1725 Hughes Landing Blvd. #880, The Woodlands, TX 77380

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior

#J-18808-Ljbffr