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United Capital Financial Advisors, LLC · 1 week ago

Relationship Manager - Boston/Holyoke

Holyoke, MA

Full-time

Onsite

Entry Level

1+ years exp

United Capital Financial Advisors, LLC is redefining growth in financial services, offering a collaborative and inclusive environment. The Relationship Manager will serve as the primary liaison for high-net-worth clients, ensuring exceptional service and supporting client growth and retention.

AdviceConsultingFinancial ServicesWealth Management

No H1B

Responsibilities

Be the liaison between our world-class advisors and HNW clientele

Provide a welcoming and professional client experience in-person and over the phone

Research and resolve complex client issues with accuracy and care

Support meeting prep, logistics, and follow-up for advisors

Assist with onboarding new clients and maintaining suitability documentation

Partner with advisors to develop client financial plans and track pipelines

Qualification

Client service experienceFinancial services knowledgeCommunication skillsMicrosoft Office proficiencyOrganizational skillsProblem-solving skillsSalesforce CRM experienceAttention to detail

Required

Bachelor's degree in Accounting, Finance, or related field

1–2 years of professional client service or financial services experience

Strong communication, organizational, and problem-solving skills

Proficiency in Microsoft Office; experience with Salesforce CRM preferred

Preferred

Experience with Salesforce CRM

Benefits

Comprehensive benefits: medical, dental, vision, life, and more

Generous PTO: vacation, sick time, holidays, and parental leave

Retirement plan with company match

Culture that invests in YOU: mentorship, growth opportunities, and leadership access rarely found at larger firms

Company

United Capital Financial Advisors, LLC

United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.

Founded in 2005

Newport Beach, California, USA

201-500 employees

https://unitedcapitalwealth.com/

Funding

Current Stage

Growth Stage

Total Funding

$38M

Key Investors

Sageview Capital

2019-05-16Acquired

2013-10-21Series Unknown· $38M

Leadership Team

Tony McCuaig

Senior Vice President - Finance

Bret Livingston

VP, Partners Performance

Recent News

PR Newswire

United Capital Financial Advisors Acquires Groebl Brothers, Adds $240 Million in AUM

2025-12-24

Nairametrics

Nigerian equities market gains N111.08 billion driven by MTNN, Banking, Insurance sectors

2025-11-28

yicaiglobal.com

SenseTime Healthcare Launches New Financing Round Right After Raising Tens of Millions of US Dollars

2025-11-19

Company data provided by crunchbase