Senior Wealth Financial Planner

CAPTRUST

Senior financial planner advising Boston high-net-worth individuals and families at CAPTRUST, a national independent RIA. Leading holistic planning, investment guidance, client relationships, and advisor development.

Posted 8/10/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in wealth management and financial planning, with a strong focus on building long-term client relationships and delivering tailored financial strategies. Proficient in translating complex financial concepts into actionable recommendations while mentoring and guiding team members.

Highest-signal resume keywords

Wealth ManagementHolistic Financial PlanningCFP® DesignationClient Relationship ManagementInvestment Strategy Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTax PlanningRetirement PlanningEstate PlanningRisk ManagementWealth Transfer StrategiesCash Flow ManagementCharitable Giving StrategiesBusiness Succession PlanningInvestment Decision Making

Soft Skills

Strong CommunicationRelationship ManagementMentoringClient ServiceResponsiveness

Certifications & Qualifications

CFP®Series 65

Industry Keywords

High-Net-Worth IndividualsFinancial AdvisorsClient Review MeetingsPlanning OpportunitiesIntergenerational Wealth Transfer

About the role

Key responsibilities & impact

Serve as the lead advisor and trusted partner for high-net-worth clients and families
Build long-term client relationships grounded in trust, responsiveness, and thoughtful guidance
Act as the “quarterback” across all aspects of clients’ financial lives
Anticipate client needs and identify planning opportunities across wealth management, tax, retirement, estate, and legacy planning
Lead regular client review meetings and ensure timely implementation of planning recommendations
Deliver a consistent, high-quality client experience
Develop and oversee comprehensive retirement, investment, tax, estate, legacy, risk management, cash flow, and wealth transfer strategies
Identify and recommend opportunities involving taxes, retirement, charitable giving, business succession, estate strategies, and intergenerational wealth transfer
Translate complex financial concepts into clear, actionable recommendations
Coordinate planning strategies with clients’ attorneys, accountants, and other professional advisors
Partner with national investment resources to deliver customized portfolio strategies
Guide clients through market events and evolving financial circumstances
Explain investment decisions and maintain focus on long-term objectives
Participate in prospective client meetings and support business development efforts
Cultivate centers of influence and referral relationships
Mentor and support associate advisors and planning team members
Contribute to planning processes, client service standards, and team development

Requirements

What you’ll need

10+ years of wealth management or financial planning experience preferred
CFP® designation strongly preferred or actively pursuing
Series 65, or ability to obtain within 90 days of hire date
Experience leading client relationships independently
Experience working with high-net-worth individuals and families
Deep expertise in holistic financial planning
Proven ability to identify planning opportunities and proactively deliver value to clients
Strong communication and relationship management skills
Ability to translate complex financial concepts into clear recommendations
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 life insurance
Company-paid short-term disability
Company-paid long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)
Fully stocked break room
Fun employee events
Opportunities for personal growth
Quality team surrounding you with opportunities for personal growth