Senior Financial Advisor

Captrust • New Hyde Park, NY

3d • Onsite

About The Position

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth. This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success.

Requirements

• 10+ years of wealth management or financial planning experience preferred
• CFP® designation strongly preferred (or actively pursuing)
• Series 65
• Experience leading client relationships independently
• Deep expertise in holistic financial planning
• Bachelor’s degree from an accredited institution

Responsibilities

• Lead Deep Client Relationships: Serve as the lead advisor and trusted partner for high-net-worth clients and families.
• Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance.
• Act as the “quarterback” across all aspects of clients’ financial lives.
• Deliver Sophisticated Financial Planning: Develop and oversee comprehensive financial strategies spanning: Retirement planning, Investment strategy, Tax planning, Estate and legacy planning, Risk management, Cash flow and wealth transfer strategies.
• Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement.
• Provide Investment Guidance: Partner with CAPTRUST’s national investment resources to deliver customized portfolio strategies aligned with client goals and firm philosophy.
• Guide clients through market events and evolving financial circumstances with clarity and confidence.

Benefits

• 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 benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level