Relationship Manager with Capital Planning Advisors

Capital Planning Advisors, a subsidiary of Bluespring Wealth Partners, is looking for a Relationship Manager to join their team! 

We are a RIA in Northern California managing over $1 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision. We strive to create a culture of excellence; one that is people-centric and forever-focused on what is best for our clients. 

We are looking to grow the business and want to build a team who is vested and excited to be a part of something special. In this role, you will be critical to our long-term success as you formulate and prospect new clients and manage relationships with our existing clients.

RESPONSIBILITIES:

• Develop new client relationships through referrals of existing clients and other referral sources. 
• Develop leads for new client base and referrals through outreach, marketing, and community involvement.
• Plan, analyze, and discuss risk tolerance for investment and other decisions that affect the client relationship and consult with teammates on complex or potentially risky decisions. 
• Meet with clients to update the progress of their financial goals. 
• Prepare and update financial plans
• Prepare and Present insurance cases
• Develop asset allocation strategies and investment policy statements
• Advise clients on appropriate financial services and products given their plan
• Grow existing relationships by growing assets under management, identifying opportunities for more services, and identifying referral chances. 
• Apply industry knowledge to provide recommendations as a fiduciary
• Assist in implementation of recommendations
• Maintain contact with clients and monitor investment performance
• Conduct financial needs assessment meetings with clients seeking financial advice or planning assistance. 

SKILLS AND KNOWLEDGE: 

• Relationship Management
• Sales and Business Development Best Practices
• Problem Solving and Prioritization
• Analytical Aptitude 
• Investment and Financial Planning strategies for high net worth clients 

EDUCATION AND EXPERIENCE:

• Bachelor's degree from accredited four year university. Degree in financial planning, business, finance, economics or a related field beneficial. 
• 1+ years' sales or business development experience useful.
• 5+ years' financial planning experience
• Series 65 or ability to obtain post hire.