Financial Advisor – Relationship Management, Planner

CAPTRUST

. Prepare and propose discussion items, financial planning issues, and recommendations for client review meetings .

Posted 10/17/2026full-timeNew Hyde Park • New York • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, including client relationship management and effective communication of investment strategies. Proficient in using financial planning software like eMoney to create and update financial projections while maintaining strong organizational and time management skills.

Highest-signal resume keywords

CFP® DesignationFinancial Planning SoftwareClient Relationship ManagementExcellent Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningPortfolio RecommendationsFinancial ProjectionsEstate PlanningInsurance PlanningSocial Security PlanningTime ManagementMulti-taskingProblem SolvingAction Item Management

Soft Skills

Team Player MindsetInterpersonal SkillsEffective CommunicationIntegrityOther-centered Mindset

Tools & Technologies

EMoneyMS WordMS ExcelMS Outlook

Certifications & Qualifications

CFP® Designation

Industry Keywords

Financial PlanningInvestment ManagementClient MeetingsFinancial RecommendationsPortfolio Rebalancing

About the role

Key responsibilities & impact

Prepare and propose discussion items, financial planning issues, and recommendations for client review meetings
Attend or lead client meetings with or without the Senior Advisor
Manage client meeting follow-up and action items with clients and the Senior Advisor
Maintain frequent communications with clients between meetings
Assume relationship management responsibilities for existing clients
Assist with calendaring planning exercises and follow-ups for new and existing clients
Use eMoney and/or other software tools to create and update financial projections
Collaborate with the advisor team to develop financial recommendations for clients
Develop and maintain an area of planning expertise, such as Estate Planning, Insurance, or Social Security
Communicate investment strategy and recommendations to clients
Work with the Senior Advisor to develop suitable portfolio recommendations
Present portfolio recommendations to clients with or without the Senior Advisor
Support portfolio rebalancing and realignment as needed
Pursue additional qualifications to build the team’s collective expertise
Attend industry conferences related to financial planning and/or investment management to maintain skills and industry knowledge

Requirements

What you’ll need

Bachelor’s degree or higher
3+ years of relevant work experience required
CFP® designation or successful completion of the CFP exam preferred but not required
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
Team Player mindset and willingness to do whatever is needed, big or small
Enjoy direct and personal interactions with clients
Interest in staying in this role for a minimum of three years
Excellent written and verbal communication skills
Excellent computer skills, including MS Word, Excel, and Outlook
Familiarity with Financial Planning Software; eMoney preferred
Well-developed interpersonal skills
Exceptional organizational skills
Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
Ability to build successful, collaborative, and trusting relationships
Ability to create accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
Strong sense of urgency about getting work done and solving problems to achieve results
Desire to give back to communities and enrich the lives of others
Other-centered mindset
Integrity through maintaining objectivity

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid life insurance
Company-paid short-term disability
Company-paid long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)
Fully stocked break room
Fun employee events
Opportunities for personal growth
Industry conferences related to financial planning and/or investment management