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United Capital Financial Advisors, LLC · 1 day ago

Relationship Manager-Exempt

Evansville, IN

Full-time

Onsite

Mid Level

3+ years exp

United Capital Financial Advisors is redefining growth in financial services, seeking a Relationship Manager to enhance client relationships. In this role, you will communicate with high-net-worth clients, support advisors, and ensure exceptional client service while contributing to 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

CFPSeries 65AccountingFinanceSalesforce CRMMicrosoft OfficeCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree or equivalent work experience with minimum 3-5 years Accounting, Finance, or related field

Strong communication, organizational, and problem-solving skills

Proficiency in Microsoft Office

Preferred

CFP Preferred

Series 65 or 66 is a plus

Experience with Salesforce CRM preferred

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