Senior Financial Planner
Multi-Family Office
Boca Raton, FL
Overview
Established Multi-Family Office seeks a Senior Financial Planner to support sophisticated client relationships through comprehensive planning, analysis, and preparation.
Not a sales role. No portable book of business required.
Highlights
- Partner closely with seasoned advisors in a boutique, collaborative environment, producing complex planning solutions for sophisticated ultra high net worth clientele.
- Participate meaningfully in client meetings and planning decisions on a collaborative team where individual contributions are visible and ideas are welcomed.
- Focus on planning quality and client service without business-development or asset-gathering expectations
- Opportunity to grow with an expanding firm and take on broader responsibility over time.
- Significant compensation package including competitive base salary and profit and performance based bonuses.
Requirements
- High net worth financial planning knowledge with experience creating comprehensive plans; eMoney strongly preferred.
- Exceptional organization, attention to detail, and follow-through
- Full-time, in-office presence in Boca Raton
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