Hybrid
$150k–$200k/yr
Overview WHO are we looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team in Boston, MA. CAPTRUST is built on a commitment to objective, cl…
Skills: Wealth management, Financial planning, Client relationship management, Retirement planning, Tax planning
Remote Solely
$130k–$200k/yr
Overview CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan consulting, fiduciary educa…
Skills: Retirement plan consulting, ERISA compliance, Fiduciary training, Plan design benchmarking, Regulatory compliance
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-…
Skills: Tax planning, Tax compliance, Client service, Cash flow planning, Estate planning
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Con…
Skills: Client service, Project management, Microsoft Office Suite, CRM maintenance, Financial concepts
Sacramento, California, United States · On-site
$17/hr–$24/hr
Overview WHO are we looking for? CAPTRUST is offering a Wealth Management paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be t…
Skills: Financial planning, Wealth management, Retirement planning, Portfolio management, Client meeting support
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relat…
Skills: Client services, Retirement plan services, 401(k), 403(b), Defined benefit plans
On-site
Overview WHO are we looking for? CAPTRUST is seeking an Operations Associate, who will play a vital role in supporting a range of client service functions. This position involves managing scheduling and marketing platfor…
Skills: Scheduling, CRM management, Data analysis, Microsoft Office Suite, Excel
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Lead Strategy & Sales Enablement Senior Consultant to help transform growth signals into advisor action and measurable business outcomes. This role connects opportun…
Skills: Sales enablement, Marketing analytics, CRM strategy, Data analysis, Business development
Phoenix, Arizona, United States · On-site
Overview WHO are we looking for?CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a…
Skills: Wealth management, Tax planning, Compliance, Client service, Meeting preparation
Remote Solely
$105k–$150k/yr
Overview WHO are we looking for? CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transi…
Skills: Portfolio management, Investment implementation, Asset allocation, Portfolio construction, Rebalancing platforms
On-site
Overview WHO are we looking for? A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. Within our team structure, the Associate’s primary responsibility is to prepare financia…
Skills: Financial analysis, Financial modeling, Client relationship management, Investment strategy, Financial planning
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Senior Compliance Manager to join our Compliance Team. The Senior Compliance Manager will be responsible for a variety of key enterprise compliance and broker-dealer…
Skills: Compliance management, Regulatory compliance, Broker-dealer supervision, Risk mitigation, Policy development
On-site
Overview WHO are we looking for? CAPTRUST is seeking an Administrative Assistant who will provide general office support with a variety of activities and related tasks in our Charlotte, NC office. This individual should …
Skills: Communication skills, Multi-tasking, Prioritization, Customer service, Scheduling
On-site
Overview WHO are we looking for? CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships…
Skills: Financial reporting, Client relationship management, Data collection, Auditing, CRM system navigation
On-site
Overview WHO are we looking for? A Wealth and Investment Associate a highly motivated associate to support our Private Wealth practice and local investment team. This functional hybrid role is expected to be approximatel…
Skills: Wealth management, Financial planning, Investment research, Portfolio construction, Trading
On-site
$140k–$170k/yr
Overview WHO are we looking for? CAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager responsible for managing the firm's fixed income portfolios while supporting equity trading, portfolio implementation,…
Skills: Fixed Income Portfolio Management, Equity Trading, Bond Ladder Construction, Security Analysis, Risk Analysis
On-site
$75k–$125k/yr
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This inc…
Skills: Financial Planning, eMoney Advisor, Wealth Management, Microsoft Office, Client Onboarding
On-site
$85k–$95k/yr
Overview WHO are we looking for? CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. T…
Skills: Portfolio Analysis, Trade Execution, Asset Allocation, Fixed Income Management, Equity Research
On-site
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consult…
Skills: Microsoft Office Suite, PDF, Financial concepts, Investment concepts, CRM maintenance
On-site
$150k–$200k/yr
Overview WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, c…
Skills: Wealth Management, Financial Planning, Retirement Planning, Investment Strategy, Tax Planning
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The Senior Wealth Financial Planner will serve as the lead advisor for high-net-worth clients, managing comprehensive financial strategies across tax, retirement, and estate planning. They will also coordinate with professional advisors and mentor junior team members to ensure high-quality client service and business growth.
Candidates must have over 10 years of wealth management experience and a bachelor's degree, with a CFP designation strongly preferred. Proficiency in holistic financial planning and the ability to obtain a Series 65 license within 90 days are required.
CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team in Boston, MA.
CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
We are seeking an experienced, relationship-driven financial planner who combines deep technical expertise with exceptional client service skills. The ideal candidate is a trusted advisor who can lead sophisticated planning engagements, coordinate across multiple disciplines, and help affluent families make confident financial decisions.
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which 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.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
1 Liberty Square, Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior
Position will remain open until filled.
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Offices: 4208 Six Forks Road, 1700, Raleigh, NC 27609, US · 2000 Southbridge Parkway, 500, Birmingham, AL 35209, US · 2625 Townsgate Rd, 330, Westlake Village, CA 91361, US · 4201 Congress Street, 160, Charlotte, NC 28209, US · 3600 Lime Street, Building 2, Riverside, CA 92501, US
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Offices: 4208 Six Forks Road, 1700, Raleigh, NC 27609, US · 2000 Southbridge Parkway, 500, Birmingham, AL 35209, US · 2625 Townsgate Rd, 330, Westlake Village, CA 91361, US · 4201 Congress Street, 160, Charlotte, NC 28209, US · 3600 Lime Street, Building 2, Riverside, CA 92501, US
