Senior Family Office Planner for UHNW Clients

RWA Wealth Partners; Boston (MA); On-site; USD 140,000 - 170,000; Full time

Job summary

RWA Wealth Partners is seeking a Sr. Family Office Financial Planner to advise clients with net worth over $10,000,000 on all aspects of financial planning.

The role supports the Family Office team in projections, plan implementation, and client relationship management in a high-touch environment. Ideal candidates bring deep wealth-management knowledge, experience with multi-generational planning, and the ability to lead meetings and collaborate with outside professionals to deliver

Qualifications

• Seven or more years of experience in financial planning, including at least three years of direct client facing experience with high net worth clients.
• Excellent organizational skills with sharp attention to detail.
• A self-starter who can work independently with complex and diverse clients.
• Time management and ability to manage multiple client engagements simultaneously.
• Computer skills with Microsoft Office Suite; experience with eMoney software is required.
• Strong numerical and analytical skills.
• Strong verbal, written, and interpersonal skills.
• Advanced personal finance knowledge.
• Estate planning knowledge.
• Bachelor's degree.
• Series 65 license or willingness to obtain within 3 months of hire.

Responsibilities

• Lead planning and analysis in areas including income taxes, insurance, equity compensation, trust and estate planning, Social Security, retirement, and educational funding.
• Anticipate client planning needs, recognize challenges, and provide swift, efficient solutions.
• Demonstrate value through understanding the investment platform and planning tools; collaborate with outside advisors to implement plans.
• Contribute to knowledge sharing and best practices within the team.
• Lead meetings with clients and prospects, identify planning issues, and expand wallet share.
• Collect, enter, and analyze client data; present financial plans to clients.
• Support asset allocation analysis with the family office investment team.
• Prepare marketing literature and newsletters on financial planning topics.
• Maintain proactive client contact and address needs as they arise.
• Comply with internal procedures, policies, and regulatory standards.

Skills

Client engagement

Financial planning

Analytical skills

Communication

Time management

Education

Bachelor's degree

Series 65 license

Tools

Microsoft Office Suite

eMoney

Job description

RWA Wealth Partners is seeking a Sr. Family Office Financial Planner to advise clients with net worth over $10,000,000 on all aspects of financial planning.

The role supports the Family Office team in projections, plan implementation, and client relationship management in a high-touch environment. Ideal candidates bring deep wealth-management knowledge, experience with multi-generational planning, and the ability to lead meetings and collaborate with outside professionals to deliver