{"id":2754270,"url":"https://alion.io/job/captrust-financial-advisor-relationship-management-planner","title":"Financial Advisor Relationship Management - Planner","company":{"id":708258,"name":"CAPTRUST","domain":"captrust.com","url":"https://alion.io/company/captrust","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New Hyde Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":true}],"status":"live","first_seen_at":"2026-10-17T01:12:49Z","employer_posted_date":"2026-10-17","last_verified_at":"2026-10-17T21:41:59Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Overview\nWHO are we looking for?\nA dynamic, energetic Financial Advisor Relationship Management - Planner who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.\nResponsibilities\nClient Facing Responsibilities:\nPrepare and propose items of discussion, financial planning issues, and recommendations for client review meetings\nAttend or lead client meetings with/without Senior Advisor as appropriate\nManage client meeting follow-up items and action items with clients and Senior Advisor if necessary\nMaintain frequent communications with clients between meetings\nAssume relationship management responsibilities for existing clients\nAssist with calendaring of planning exercises and appropriate follow-ups for new clients and existing\nFinancial Planning Responsibilities:\nEffectively use eMoney platform and/or other software tools to create and update financial projections\nCollaborate with advisor team to develop appropriate financial recommendations for clients\nDevelop and maintain an area of planning expertise - for example: Estate Planning, Insurance, Social Security, etc.\nInvestment Management Responsibilities:\nEffectively communicate our investment strategy and recommendations to clients\nWork with Senior Advisor to develop suitable portfolio recommendations for individual clients\nPresent with and without Senior Advisor, portfolio recommendations to clients\nSupport advisor team with rebalancing/realignment of portfolios as needed\nProfessional Development:\nPursue additional qualifications which will continue to build upon the team’s collective expertise\nAttend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends\nQualifications\nMinimum Qualifications:\nBachelor’s degree or higher\nCFP® designation or successful completion of the CFP exam preferred but not required\n3+ years of relevant work experience required.\nDesired Qualifications/Skills:\nPassionate interest in working as part of a team to serve clients’ full range of financial planning needs\n” Team Player” mindset and willingness to do whatever is needed, big or small\nEnjoy direct and personal interactions with clients\nInterest in staying in this role for a minimum of three years\nExcellent written and verbal communication skills\nExcellent computer skills, including MS Word, Excel, and Outlook\nFamiliarity with Financial Planning Software (eMoney preferred)\nWell-developed interpersonal skills\nExceptional organizational skills\nEffective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines\nAbility to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work\nWHAT can you expect from your career at CAPTRUST?\nOur colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place 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.\nOur Employee Benefits Package shows how much we value our team.\nCompany discretionary bonus\nHealth, 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\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods\nPaid time off (PTO) or Paid Sick Leave (PSL)\nCompensation range (depending on location and experience): $100k-$120k\nWHERE will you be working?\n3 Dakota Drive, Suite 310 Lake Success, NY 11042\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\nHOW do we build a world class organization one brick at a time?\nWe make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.\nAre you the next brick?\nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\nIt is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #specialist\nThis position will remain open until filled.","description_format":"text","description_chars":6051,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-17T01:12:49Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":0,"expected_fill_days":19,"reasons":["conf:0","velocity","win:early"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":true},"html_url":"https://alion.io/job/captrust-financial-advisor-relationship-management-planner","json_url":"https://alion.io/job/captrust-financial-advisor-relationship-management-planner.json","meta":{"generated_at":"2026-10-17T22:26:39Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":375,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708258},"rest":"https://alion.io/mcp/rest/get_company?id=708258"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcaptrust-financial-advisor-relationship-management-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcaptrust-financial-advisor-relationship-management-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcaptrust-financial-advisor-relationship-management-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/captrust-financial-advisor-relationship-management-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcaptrust-financial-advisor-relationship-management-planner"}]}