Apply on Employer Site

United Capital Financial Advisors, LLC · 2 days ago

Relationship Manager

Bettendorf, IA

Full-time

Onsite

Mid Level

3+ years exp

United Capital Financial Advisors, LLC is a nationally respected firm in wealth management, seeking a Relationship Manager to support high-net-worth client relationships. The role involves working closely with Wealth Advisors and Managing Directors to ensure an exceptional client experience and participate in the financial planning and advisory process.

AdviceConsultingFinancial ServicesWealth Management

No H1B

Responsibilities

Serve as liaison between high-net-worth clients and our world-class advisors, delivering a professional and personalized experience

Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships

Assist with meeting preparation, follow-up, and ongoing client communication

Support client onboarding, account maintenance, and suitability documentation

Research and help resolve complex client service and operational matters

Participate in financial planning support, pipeline tracking, and client review preparation

Gain exposure to advisor workflows, planning conversations, and long-term relationship management

Qualification

Financial services experienceWealth management experienceClient-facing experienceCFP® designation pursuitMicrosoft Office proficiencyCRM experienceHigh level of organizationManage prioritiesBachelor’s degreeCommunication skillsAttention to detail

Required

Minimum of 3 years of financial services experience

Experience within wealth management, financial advisory, banking, trust, or related financial services roles

Desire to pursue the CFP® designation

Already a financial advisor or currently on a path toward an advisory role

Strong communication skills, both verbal and written

High level of organization, attention to detail, and follow-through

Ability to manage multiple priorities in a fast-paced, client-driven environment

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

Proficiency in Microsoft Office

Preferred

Prior client-facing experience preferred

CRM experience (Salesforce or similar) preferred

Benefits

Medical, dental, vision, life, and disability insurance

Generous paid time off, holidays, and parental leave

Retirement plan with company match

Direct mentorship and exposure to senior leadership and advisors

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