Senior Wealth Financial Planner

Overview:

WHO are we looking for?

 

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team in Boston, MA.

 

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. 

 

We are seeking an experienced, relationship-driven financial planner who combines deep technical expertise with exceptional client service skills. The ideal candidate is a trusted advisor who can lead sophisticated planning engagements, coordinate across multiple disciplines, and help affluent families make confident financial decisions.

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
• Anticipate client needs and proactively identify planning opportunities across wealth management, tax, retirement, estate, and legacy planning
• Lead regular client review meetings and ensure timely implementation of planning recommendations
• Deliver a consistent, high-quality client experience through exceptional communication and service

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
• Identify and recommend planning opportunities related to taxes, retirement, charitable giving, business succession, estate strategies, and intergenerational wealth transfer
• Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement
• Coordinate planning strategies with clients' attorneys, accountants, and other professional advisors to deliver an integrated planning experience

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
• Help clients understand the rationale behind investment decisions and maintain focus on long-term objectives

Contribute to Growth and Team Success

• Participate in prospective client meetings and support business development efforts
• Cultivate centers of influence and referral relationships that strengthen the firm's presence in the market
• Mentor and support associate advisors and planning team members, sharing best practices and technical expertise
• Contribute to the ongoing enhancement of planning processes, client service standards, and team development

Qualifications:

Qualifications

• 10+ years of wealth management or financial planning experience preferred
• CFP® designation strongly preferred (or actively pursuing)
• Series 65 (or ability to obtain within 90 days of hire date)
• Experience leading client relationships independently
• Experience working with high-net-worth individuals and families
• Deep expertise in holistic financial planning
• Proven ability to identify planning opportunities and proactively deliver value to clients
• Strong communication and relationship management skills, with the ability to translate complex financial concepts into clear recommendations
• Bachelor’s degree from an accredited institution

WHAT can you expect from your career at CAPTRUST?

 

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

 

Our Employee Benefits Package shows how much we value our team.  Some benefits include:

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and 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)
• Compensation range (depending on location and experience): $150,000-$200,000 

WHERE will you be working?

 

1 Liberty Square, Boston, MA 02109

 

Hybrid work arrangement following a 90-day introductory period

 

HOW do we build a world class organization one brick at a time?

 

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

 

Are you the next brick?

 

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity 

EEO/Diversity Statement:

 

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.

 

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior

 

Position will remain open until filled.