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Client-Focused Financial Advisor & Relationship Manager

CapTrust Advisors, LLC, Leawood, Kansas, United States

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A financial advisory firm in Leawood is seeking a Financial Advisor Relationship Manager to engage with clients and lead review meetings. The ideal candidate will have over 3 years of experience, a CFP designation or be on track, and strong communication skills. Responsibilities include managing client relationships, preparing for meetings, and overseeing various financial service tasks. This role offers competitive benefits, including health coverage and a discretionary bonus, with a strong emphasis on personal growth and teamwork. #J-18808-Ljbffr