Financial Advisor Relationship Manager - Planner

Captrust•Boston, MA

8d•Hybrid

About The Position

CAPTRUST seeks a Financial Advisor Relationship Manager – Planner to lead and support existing and new client relationships and provide high-quality service. The position is based in Boston, Massachusetts, with a hybrid work arrangement following a 90-day introductory period. The role involves client relationship management, financial planning, investment recommendations, and ongoing professional development. The compensation range is $85,000–$110,000, depending on location and experience. The position will remain open until filled.

Requirements

Bachelor’s degree or higher, or equivalent work experience.
CFP® certification, or ability to obtain it within one year of hire.
At least five years of relevant work experience.
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs.
Team-oriented mindset and willingness to take on tasks of any size as needed.
Enjoys direct and personal interactions with clients.
Prioritizes responsive communication internally and externally.
Excellent written and verbal communication skills.
Excellent computer skills, including Microsoft Word, Excel, and Outlook.
Well-developed interpersonal skills.
Exceptional organizational skills.
Effective time management and ability to multitask in a dynamic environment, prioritize independent tasks, and meet aggressive deadlines.
Ability to report effectively to several professionals across a wide range of tasks and manage priorities amid a frequently heavy workload.
Ability to build successful, collaborative, and trusting relationships.
Ability to communicate complex information accurately, concisely, respectfully, and clearly, verbally and in writing.
Strong sense of urgency in completing work and solving problems to achieve results that benefit clients and colleagues.
Integrity and ability to maintain objectivity.
Other-centered mindset.

Nice To Haves

Familiarity with eMoney financial planning software.
Interest in longer-term career advancement at the firm as a Senior Wealth Advisor.
A desire to give back to communities and enrich the lives of others.

Responsibilities

Prepare discussion topics, financial planning issues, and recommendations for prospect and client review meetings.
Attend or lead client meetings, with or without a Senior Advisor, as appropriate.
Attend prospecting meetings with a Senior Advisor as appropriate.
Manage client meeting follow-up and action items with clients and the Senior Advisor as needed.
Maintain frequent communication with clients between meetings.
Assume relationship management responsibilities for existing clients.
Help schedule planning exercises and follow-ups for new and existing clients.
Use eMoney and/or other software tools to create and update financial projections, including base plans, scenario analyses, and estate planning projections.
Collaborate with the advisor team to develop appropriate financial recommendations for clients.
Develop and maintain an area of planning expertise, such as estate planning, insurance, or Social Security.
Present financial plans to clients and prospects, including during onboarding and deep-dive scenario analyses.
Communicate the firm’s investment strategy and recommendations to clients.
Work with a Senior Advisor to develop suitable portfolio recommendations for individual clients.
Present portfolio recommendations to clients, with or without a Senior Advisor.
Support the advisor team with portfolio rebalancing and realignment as needed.
Pursue additional qualifications that build the team’s collective expertise.
Attend industry conferences related to financial planning and/or investment management to develop skills and stay current with industry trends.
Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate.