{"id":3554079,"url":"https://alion.io/job/captrust-financial-advisor-relationship-manager-planner","title":"Financial Advisor Relationship Manager - Planner","company":{"id":708258,"name":"CAPTRUST","domain":"captrust.com","url":"https://alion.io/company/captrust","size_band":"1001-5000","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":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-31T00:00:17Z","employer_posted_date":"2026-10-31","last_verified_at":"2026-11-08T06:01:23Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"Overview\nWHO are we looking for?\nCAPTRUST seeks a dynamic Financial Advisor Relationship Manager - Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:\nResponsibilities\nClient Facing Responsibilities\nPrepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings\nAttend or lead client meetings with/without Senior Advisor as appropriate\nAttend Prospecting meetings with 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 including base plans, scenario analysis and estate planning 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.\nPresent Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis\nInvestment Management Responsitilities\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\nDevelop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate\nQualifications\nBackground Requirements:\nBachelor’s degree or higher or equivalent work experience\nCFP® or must obtain within1 year of hire date\n5+ years of relevant work experience\nCandidate Qualifications\nPassionate 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\nEnjoys direct and personal interactions with clients\nInterest in longer term firm career advancement opportunity as a Senior Wealth Advisor\nPrioritizes communication responsiveness both internally and externally\nAbilities and Skills Profile\nExcellent written and verbal communication skills\nExcellent computer skills, including MS Word, Excel, and Outlook\nFamiliarity with eMoney Financial Planning Software \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. Some benefits include:\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): $85,000-$110,000 \nWHERE will you be working?\nOne Liberty Square, 13th Floor | Boston, MA 02109\nHybrid work arrangement following a 90-day introductory period.\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. #associate\nThis position will remain open until filled.","description_format":"text","description_chars":6513,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Life insurance","Professional development"],"hiring_locations":[{"name":"United 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