Senior Financial Advisor

CAPTRUST

Senior Financial Advisor at CAPTRUST focusing on high-net-worth individuals and families. Delivering comprehensive financial planning and investment strategies.

Posted 7/23/2026full-timeNew Hyde Park • New York • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in holistic financial planning, including retirement planning, investment strategy, tax planning, and risk management. Proven ability to build deep client relationships and deliver clear, actionable financial guidance tailored to high-net-worth clients.

Highest-signal resume keywords

CFP® DesignationSeries 65Wealth Management ExperienceHolistic Financial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningInvestment StrategyTax PlanningEstate PlanningRisk ManagementCash Flow ManagementWealth Transfer StrategiesFinancial Strategy DevelopmentPortfolio Strategy CustomizationMarket Event Guidance

Soft Skills

Trust BuildingResponsivenessThoughtful GuidanceClear CommunicationClient Advocacy

Certifications & Qualifications

CFP®Series 65

Industry Keywords

High-Net-Worth ClientsFinancial PlanningWealth ManagementInvestment GuidanceClient Relationships

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

10+ 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, 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)