OverviewWHO are we looking for?CAPTRUST is seeking an experienced
Vice President | Financial Advisor to join our growing team in Newton, MA.
ResponsibilitiesResponsibilities:
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
QualificationsQualifications:- 10+ years of wealth management or financial planning experience preferred
- Series 65 (or obtain license within 6 months of hire date)
- Experience leading client relationships independently
- Deep expertise in holistic financial planning
- Bachelor's degree from an accredited institution
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 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:
- 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)
- Compensation range (depending on location and experience): $100k-$125k
WHERE will you be working?2227 Washington Street #202, Newton, MA 02462
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?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:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
Position will remain open until filled.
