United Capital Financial Advisors, LLC
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Relationship Manager
role at
United Capital Financial Advisors, LLC
4 days ago Be among the first 25 applicants
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Brief Description As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to support high-net‑worth client relationships, ensure an exceptional client experience, and participate in the financial planning and advisory process. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.
What You’ll Do
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
Requirements
Minimum of 3 years of financial services experience
Prior client-facing experience preferred
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; CRM experience (Salesforce or similar) preferred
Summary
Competitive compensation and comprehensive benefits package
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
A clear career path toward advisor development for high performers
Ready to Build a Career in Wealth Management? Join a firm that values growth, professionalism, and long-term career development. If you’re client-focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.
Apply today and take the next step in your career with United Capital Financial Advisors.
Equal Employment Opportunity Statement All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status or any other protected status.
Applicants must be legally authorized to work in the United States without sponsorship.
Referrals increase your chances of interviewing at United Capital Financial Advisors, LLC by 2x
Get notified about new Relationship Manager jobs in
Bettendorf, IA .
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Relationship Manager
role at
United Capital Financial Advisors, LLC
4 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Brief Description As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to support high-net‑worth client relationships, ensure an exceptional client experience, and participate in the financial planning and advisory process. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.
What You’ll Do
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
Requirements
Minimum of 3 years of financial services experience
Prior client-facing experience preferred
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; CRM experience (Salesforce or similar) preferred
Summary
Competitive compensation and comprehensive benefits package
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
A clear career path toward advisor development for high performers
Ready to Build a Career in Wealth Management? Join a firm that values growth, professionalism, and long-term career development. If you’re client-focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.
Apply today and take the next step in your career with United Capital Financial Advisors.
Equal Employment Opportunity Statement All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status or any other protected status.
Applicants must be legally authorized to work in the United States without sponsorship.
Referrals increase your chances of interviewing at United Capital Financial Advisors, LLC by 2x
Get notified about new Relationship Manager jobs in
Bettendorf, IA .
#J-18808-Ljbffr