Wealth Relationship Management Associate

Wealth Relationship Management Associate

An energetic Wealth Relationship Management Associate who will deliver high-level customer service to clients of the firm. The Wealth Relationship Management Associate will join an established wealth management 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 our Indianapolis office (located on the north-side at Keystone Crossing).

Responsibilities

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews. Deliver the results to clients and / or senior advisor(s)
• Responsible for collecting information for financial planning projects and input information into WealthView (eMoney) financial planning software and BNA tax projection software. Communicate findings to senior advisor
• Prepare for client meetings (independently or with senior advisors) by delivering investment performance, market updates, economic forecasts, and other topical information to clients
• Attend client meetings to take notes and present notable areas at senior advisor's discretion
• Implement changes, adjustments, rebalancing, recommendations, transitions of client portfolios with CAPTRUST's research and trading teams
• Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews
• Assist in the gathering of information and the preparation of individual income tax returns
• 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 :

Desired Qualifications / Skills :

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's 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.

WHERE will you be working?

9100 Keystone Crossing #700 | Indianapolis, IN 46240

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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 :

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.