Relationship Manager - Capital Planning

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.
BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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