Senior Financial Planner

CAPTRUST

Senior Financial Planner at CAPTRUST delivering sophisticated financial planning to high-net-worth clients. Building deep client relationships and developing comprehensive financial strategies.

Posted 7/8/2026full-timeNew Hyde Park • New York • 🇺🇸 United StatesSenior💰 $125,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in holistic financial planning, including retirement, investment, tax, estate, and risk management strategies. Proven ability to build deep client relationships and translate complex financial concepts into actionable recommendations.

Highest-signal resume keywords

Wealth Management ExperienceCFP® DesignationSeries 65Holistic Financial PlanningClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement PlanningInvestment StrategyTax PlanningEstate PlanningRisk ManagementCash Flow ManagementWealth Transfer Strategies

Soft Skills

Trust BuildingResponsivenessThoughtful GuidanceClear Communication

Certifications & Qualifications

CFP®Series 65

Industry Keywords

High-Net-Worth ClientsFinancial PlanningInvestment GuidancePortfolio Strategies

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

7+ 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

Benefits

Comp & perks

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)