Financial Advisor, Relationship Manager

CAPTRUST

. Lead and support existing and new client relationships to provide world-class service .

Posted 10/30/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including Estate Planning and Insurance, while effectively managing client relationships and communication. Proficient in using eMoney Financial Planning Software to create financial projections and recommendations.

Highest-signal resume keywords

CFP® CertificationFinancial Planning ExpertiseEMoney Financial Planning SoftwareClient Relationship ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningInsurance PlanningScenario AnalysisPortfolio RecommendationsFinancial ProjectionsTime ManagementMulti-taskingOrganizational SkillsProblem Solving

Soft Skills

Team Player MindsetInterpersonal SkillsCommunication ResponsivenessOther-centered MindsetIntegrity

Tools & Technologies

EMoneyMS WordMS ExcelMS Outlook

Certifications & Qualifications

CFP® Certification

Industry Keywords

Financial PlanningClient MeetingsProspectingPortfolio RebalancingFinancial EducationIndustry Trends

About the role

Key responsibilities & impact

Lead and support existing and new client relationships to provide world-class service
Prepare and propose discussion items, financial planning issues, and recommendations for prospect and client review meetings
Attend or lead client meetings with or without the Senior Advisor
Attend prospecting meetings with the Senior Advisor
Manage client meeting follow-up and action items with clients and the Senior Advisor
Maintain frequent communication 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 to create and update financial projections, base plans, scenario analyses, and estate planning projections
Collaborate with the advisor team to develop financial recommendations
Develop and maintain an area of planning expertise, such as Estate Planning, Insurance, or Social Security
Present financial plans to clients and prospects, including onboarding and deep-dive scenario analysis
Communicate investment strategy and recommendations to clients
Work with the Senior Advisor to develop suitable portfolio recommendations
Present portfolio recommendations to clients with and without the Senior Advisor
Support portfolio rebalancing and realignment as needed
Pursue additional qualifications to build the team’s collective expertise
Attend industry conferences to hone skills and stay current with financial education and industry trends
Develop selling skills through prospecting meetings and learning from advisors and outside resources

Requirements

What you’ll need

Bachelor’s degree or higher or equivalent work experience
CFP® or must obtain within 1 year of hire date
5+ years of relevant work experience
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
Enjoys direct and personal interactions with clients
Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
Prioritizes communication responsiveness internally and externally
Excellent written and verbal communication skills
Excellent computer skills, including MS Word, Excel, and Outlook
Familiarity with eMoney Financial Planning Software
Well-developed interpersonal skills
Exceptional organizational skills
Effective time management and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
Ability to report effectively 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
Hybrid work arrangement following a 90-day introductory period
Industry conferences related to financial planning and/or investment management