Financial Advisor – Relationship Manager, Planner

CAPTRUST

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

Posted 10/30/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $85,000 - $110,000 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 estate planning and investment strategy, while effectively managing client relationships and communications. Proficient in using financial planning software and possesses strong organizational and time management skills.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ProjectionsScenario AnalysisEstate PlanningPortfolio RecommendationsInvestment Strategy

Soft Skills

Team Player MindsetInterpersonal SkillsOrganizational SkillsTime ManagementCommunication Responsiveness

Tools & Technologies

EMoneyMS WordMS ExcelMS Outlook

Certifications & Qualifications

Bachelor’s DegreeCFP® (Must Obtain Within 1 Year)

Industry Keywords

Financial PlanningInvestment ManagementClient MeetingsProspectingPortfolio Rebalancing

About the role

Key responsibilities & impact

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
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, 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 with or without the Senior Advisor
Support portfolio rebalancing and realignment as needed
Pursue additional qualifications
Attend financial planning and/or investment management industry conferences
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 both 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 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

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