What are the responsibilities and job description for the Relationship Manager-Exempt position at United Capital Financial Advisors, LLC?
Brief Description
Join United Capital Financial Advisors
Where Talent Meets Opportunity
At United Capital, we’re redefining what it means to grow in financial services. Here, you’ll find the innovation of a fast-paced boutique backed by the strength and resources of one of the nation’s largest RIAs, Creative Planning.
We believe in people, culture, and opportunity. Working here means stepping into a collaborative, inclusive environment where your work makes a direct impact — on clients, colleagues, and your career.
The Role: Relationship Manager (RM)
As a Relationship Manager, you’ll be at the heart of client relationships, working alongside Managing Directors and Wealth Advisors to ensure exceptional client service. You’ll be the go-to partner for communication, problem-solving, and seamless account management while helping support client growth and retention.
This is more than just a client service role — it’s a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm.
What You’ll Do
What We’re Looking For
Be part of a firm that blends boutique culture with the power and stability of an industry leader.
Apply today and let’s build your future together.
#NewEnglandBusiness#HolyokeGrowth#FinancialServices#WealthManagement#ClientFirst#AdvisorLife
Summary
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.
Must be legally authorized to work in the United States without sponsorship for employment visa status.
Join United Capital Financial Advisors
Where Talent Meets Opportunity
At United Capital, we’re redefining what it means to grow in financial services. Here, you’ll find the innovation of a fast-paced boutique backed by the strength and resources of one of the nation’s largest RIAs, Creative Planning.
We believe in people, culture, and opportunity. Working here means stepping into a collaborative, inclusive environment where your work makes a direct impact — on clients, colleagues, and your career.
The Role: Relationship Manager (RM)
As a Relationship Manager, you’ll be at the heart of client relationships, working alongside Managing Directors and Wealth Advisors to ensure exceptional client service. You’ll be the go-to partner for communication, problem-solving, and seamless account management while helping support client growth and retention.
This is more than just a client service role — it’s a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm.
What You’ll Do
- Be the liaison between our world-class advisors and HNW clientele
- Provide a welcoming and professional client experience in-person and over the phone
- Research and resolve complex client issues with accuracy and care
- Support meeting prep, logistics, and follow-up for advisors
- Assist with onboarding new clients and maintaining suitability documentation
- Partner with advisors to develop client financial plans and track pipelines
- Strong verbal and written communication skills.
- Ability to handle client inquiries professionally and resolve concerns effectively.
- Excellent organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Attention to detail and a commitment to high-quality service delivery.
What We’re Looking For
- Bachelor’s degree or equivalent work experience with minimum 3-5 years Accounting, Finance, or related field
- CFP Preferred
- Series 65 or 66 is a plus
- Strong communication, organizational, and problem-solving skills
- Proficiency in Microsoft Office; experience with Salesforce CRM preferred
- Comprehensive benefits: medical, dental, vision, life, and more
- Generous PTO: vacation, sick time, holidays, and parental leave
- Retirement plan with company match
- Culture that invests in YOU: mentorship, growth opportunities, and leadership access rarely found at larger firms
Be part of a firm that blends boutique culture with the power and stability of an industry leader.
Apply today and let’s build your future together.
#NewEnglandBusiness#HolyokeGrowth#FinancialServices#WealthManagement#ClientFirst#AdvisorLife
Summary
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.
Must be legally authorized to work in the United States without sponsorship for employment visa status.