What are the responsibilities and job description for the Relationship Advisor position at Capital Wealth?
Relationship Advisor (Retirement Planning Focus)
Lehi, UT | Full-Time | Capital Wealth
About the Role
Capital Wealth is seeking a Relationship Advisor to play a key role in delivering a proactive, high-touch client experience for our growing base of pre-retiree and retiree clients.
This is not a transactional role. Our Relationship Advisors are deeply invested in client relationships, retention, and long-term outcomes. You will partner closely with a Lead Advisor to service an existing book of business, strengthen client relationships, and identify meaningful planning opportunities.
The ideal candidate is empathetic, detail-oriented, and proactive, with a strong ability to communicate effectively and guide clients through important financial decisions.
What You'll Do
Client Relationship Management
• Conduct two (2) Strategic Review meetings annually for assigned clients
• Proactively schedule and manage client outreach — ownership is key
• Deliver a high-touch experience for Diamond and Platinum tier households, contributing to four total annual touchpoints
• Serve as a primary point of contact for client questions and ongoing service needs
• Focus on relationship-first interactions, not transactions
Opportunity Identification & Growth
• Identify new planning and business opportunities within the existing client base
• Create and manage opportunities in Salesforce
• Collaborate with the Lead Advisor to ensure alignment and proper execution
• Support efforts to uncover and consolidate outside assets
Case Design & Planning Support
• Assist in building and preparing case design strategies for client recommendations
• Ensure all case design work is completed at least one week prior to client meetings
• Align all recommendations with the firm's 60/40 Target Asset Mix philosophy
• Maintain a high standard of accuracy, clarity, and client alignment
Team Collaboration
• Work closely with Lead Advisors to service their client book
• Partner with internal team members to deliver a cohesive client experience
• Participate in training and mentorship opportunities as part of advisor development
What We're Looking For
• Strong interpersonal and communication skills
• A relationship-first mindset with a focus on client retention
• Ability to manage multiple client relationships with organization and consistency
• Experience in financial services, wealth management, or client advisory preferred
• Familiarity with CRM systems (Salesforce preferred)
• A team player who thrives in a collaborative environment
What Sets This Role Apart
• Work with an established client base — not a cold prospecting role
• Clear structure for client engagement and growth opportunities
• Defined partnership with a Lead Advisor for mentorship and support
• Opportunity to make a direct impact on client outcomes and firm growth
Our Philosophy
At Capital Wealth, we believe great advice starts with strong relationships. Our approach emphasizes clarity, consistency, and alignment with each client's long-term goals — grounded in a disciplined investment philosophy.
Apply Today
If you're passionate about building meaningful client relationships and want to grow within a structured, team-oriented advisory environment, we'd love to connect.
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