Financial Advisor Relationship Manager - Planner

WHO are we looking for?

CAPTRUST 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:

Client Facing Responsibilities

• Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
• Attend or lead client meetings with/without Senior Advisor as appropriate
• Attend Prospecting meetings with Senior Advisor as appropriate
• Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
• Maintain frequent communications with clients between meetings
• Assume relationship management responsibilities for existing clients
• Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing

Financial Planning Responsibilities

• Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
• Collaborate with advisor team to develop appropriate financial recommendations for clients
• Develop and maintain an area of planning expertise – for example:
  Estate Planning, Insurance, Social Security, etc.
• Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis

Investment Management Responsitilities

• Effectively communicate our investment strategy and recommendations to clients
• Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
• Present with and without Senior Advisor, portfolio recommendations to clients
• Support advisor team with rebalancing/realignment of portfolios as needed

Professional Development

• Pursue additional qualifications which will continue to build upon the team’s collective expertise
• Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
• Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate

Background Requirements:

• Bachelor’s degree or higher or equivalent work experience
• CFP® or must obtain within1 year of hire date
• 5+ years of relevant work experience

Candidate Qualifications

• Passionate 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
• Enjoys direct and personal interactions with clients
• Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
• Prioritizes communication responsiveness both internally and externally

Abilities and Skills Profile

• Excellent written and verbal communication skills
• Excellent computer skills, including MS Word, Excel, and Outlook
• Familiarity with eMoney Financial Planning Software
• Well-developed interpersonal skills
• Exceptional organizational skills
• Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
• Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work

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 place to work and grow. We all work together, each of us motivating those around…