Financial Management Consultant

4 days ago


Nashville, Tennessee, United States CAPTRUST Full time
Senior Client Management Consultant

CAPTRUST is seeking a highly skilled Senior Client Management Consultant to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.

The ideal candidate will possess specialized knowledge and skills, obtained through experience and/or formal training, to assist financial advisors in providing exceptional client service to individual investors and families.

The Senior Client Management Consultant will be responsible for:

  • Building relationships with financial advisors, internal and external business partners, and clients by delivering proactive service
  • Services existing client relationships with the highest level of service and prompt follow-up with the client
  • Prepares and provides documentation and materials required for client calls and visits
  • May participate in investment reviews and annual reviews
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Works with financial advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance

CAPTRUST offers a comprehensive benefits package, including comprehensive health coverage, a 401(k) program with a 5% employer match, and financial planning for colleagues. We are committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.

EEO/Diversity Statement:

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.



  • Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Unlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with high-quality prospects to understand their financial needs and retirement...


  • Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Job DescriptionAs a Financial Services Consultant at Financial & Tax Architects LLC, you will play a crucial role in helping clients achieve their retirement goals. With a strong focus on sales and a drive for success, you will work with High-Quality Prospects (HQP) to deliver exceptional financial services.Responsibilities:Meet with HQPs to understand their...


  • Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Unlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with High-Quality Prospects to understand their financial needs and retirement...


  • Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Position OverviewCompensation Structure: Base Salary + Commission. Potential earnings can reach up to $200,000+ with unlimited income opportunities.Work Environment: This role requires onsite presence in Nashville, TN.Working Hours: Standard business hours from Monday to Friday, with flexibility for evening seminars or client meetings.Employment Type:...


  • Nashville, Tennessee, United States Oracle Full time

    Job DescriptionJob Title: Senior Financial ConsultantJob Summary:We are seeking a highly skilled Senior Financial Consultant to join our team at Oracle. As a Senior Financial Consultant, you will be responsible for providing expert-level consulting services to our clients in the financial services industry. You will work closely with our clients to...


  • Nashville, Tennessee, United States Marcum LLP Full time

    Financial Solutions ConsultantMarcum LLP offers a dynamic career with exceptional benefits and opportunities for growth.As a Financial Solutions Consultant, you will play a key role in supporting and implementing Sage Intacct and other third-party applications within our Digital Advisory technology stack.With a strong background in accounting and experience...

  • Financial Advisor

    2 hours ago


    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will be responsible for meeting with High-Quality Prospects, understanding their financial needs and retirement goals, and converting them into High-Quality Clients. You will also lead educational...


  • Nashville, Tennessee, United States Truist Financial Corporation Full time

    Job Summary: We are seeking a highly skilled Treasury Solutions Consultant to join our team at Truist Financial Corporation. As a key member of our team, you will be responsible for consultative sales of Treasury Solutions products and services to assigned client groups.Key Responsibilities:Execute sales plans and develop strong partnerships with internal...


  • Nashville, Tennessee, United States Oliver Hospitality Management LLC Full time

    Assistant Corporate Controller Job DescriptionOliver Hospitality Management Company is seeking a highly motivated and detail-oriented Assistant Corporate Controller to join our finance team. With a growing portfolio currently consisting of 7 hotels and 10 food & beverage outlets, we are dedicated to delivering exceptional guest experiences while maintaining...


  • Nashville, Tennessee, United States Ventura Aviation Full time

    Job SummaryThe Financial Operations Manager is responsible for overseeing the accounting and financial reporting functions of Ventura Aviation. This includes maintaining accurate financial records, developing and implementing financial policies and procedures, preparing financial statements, and managing the day-to-day operations of the accounting...


  • Nashville, Tennessee, United States Oracle Full time

    Job DescriptionLocation: US (Nationwide)Oracle is seeking an experienced Cloud ERP Financial Consulting Lead to join our team. As a senior-level consulting position, this role will provide consistent and innovative solution leadership to a project team, owning the solution design and implementation aspects of engagements. The ideal candidate will have a...


  • Nashville, Tennessee, United States Martha Obryan Center Full time

    Job SummaryMartha Obryan Center seeks a highly skilled Financial Operations Manager to join our team. The successful candidate will be responsible for managing the financial operations of the organization, including accounts payable, accounts receivable, and financial reporting.Key ResponsibilitiesProcess and reconcile invoices from partners, consultants,...


  • Nashville, Tennessee, United States Martha Obryan Center Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Operations Assistant to join our team at the Martha Obryan Center. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting and operations.Key ResponsibilitiesAccounts Payable and ReconciliationEnter all...


  • Nashville, Tennessee, United States Oracle Full time

    Job DescriptionAt Oracle, we're committed to helping our clients achieve their business goals through innovative cloud solutions. As a Client Partner in our Financial Services team, you'll play a key role in driving growth and success for our clients in the financial services sector.Key ResponsibilitiesDevelop and manage a sales strategy to drive new...


  • Nashville, Tennessee, United States Oracle Full time

    Job DescriptionOracle is seeking a highly skilled and experienced Fusion Financials Functional Consultant to join our Public Sector team. As a senior-level consultant, you will provide expert guidance and support to our clients in implementing and optimizing Oracle Cloud Financials solutions.Key Responsibilities:Provide high-quality solution leadership to...


  • Nashville, Tennessee, United States Martha Obryan Center Full time

    Job Title: TAEM Assistant Accounting ManagerJob SummaryWe are seeking a highly skilled and detail-oriented TAEM Assistant Accounting Manager to join our team at the Martha Obryan Center. The successful candidate will be responsible for managing financial operations, ensuring accurate and timely financial reporting, and maintaining accounting control...

  • Financial Advisor

    4 weeks ago


    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Unlock Your Potential as a Financial AdvisorAt Financial & Tax Architects LLC, we're seeking a highly motivated and results-driven Financial Advisor to join our team. As a key member of our team, you'll have the opportunity to work with high-quality prospects and deliver exceptional financial services.Key Responsibilities:Meet with high-quality prospects to...

  • Leasing Consultant

    2 weeks ago


    Nashville, Tennessee, United States ARI Apartment Management Full time

    Job Title: Leasing ConsultantAt ARI Apartment Management, we are seeking a highly motivated and results-driven Leasing Consultant to join our team. As a Leasing Consultant, you will be responsible for driving leasing and occupancy, marketing and community engagement, and professionalism and administration.Responsibilities:Drive Leasing & Occupancy:Manage all...

  • Financial Advisor

    4 weeks ago


    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their retirement.Key Responsibilities:Meet with High-Quality Prospects (HQP) to...

  • Financial Advisor

    3 weeks ago


    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Unlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Advisor, you'll play a pivotal role in shaping the future of retirement solutions.Our team is built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. We're committed to...