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Strategic Financial Advisor & Client Relationships Lead

CAPTRUST, Leawood, Kansas, United States

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A financial advisory firm is seeking a Financial Advisor Relationship Manager to serve as the main contact for clients. This position involves leading meetings, presenting financial plans, and fostering strong client relationships. Candidates should have a background in finance, a CFP® designation, and 3+ years of industry experience. The role requires strong communication skills and the ability to multitask effectively. The company offers a supportive working environment in Leawood, KS with competitive benefits and opportunities for growth. #J-18808-Ljbffr