Senior Family Office Wealth Planner for High-Net-Worth Clients

RWA Wealth Partners, LLC; Boston (MA); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonuses

Health, dental, and vision plans

401(k) contributions

Job summary

A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven years of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading financial planning, collaborating with external advisors, and implementing comprehensive strategies. This position offers a competitive salary range from $115,000 to $150,000, plus potential bonuses and benefits, in a dynamic and inclusive workplace.

Qualifications

• Must have extensive client-facing experience.
• Strong verbal, written, and interpersonal skills required.
• Advanced knowledge of personal finance and estate planning is essential.

Responsibilities

• Lead financial planning for clients with high net worth.
• Collaborate with other advisors to achieve client goals.
• Implement and monitor comprehensive financial plans.

Skills

Client relationship management

Financial planning

Analytical skills

Attention to detail

Organizational skills

Communication skills

Education

Seven or more years of experience in a related field

Series 65 license or willingness to obtain

Tools

Microsoft Office Suite

eMoney or MoneyGuide Pro software

Job description

A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven years of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading financial planning, collaborating with external advisors, and implementing comprehensive strategies. This position offers a competitive salary range from $115,000 to $150,000, plus potential bonuses and benefits, in a dynamic and inclusive workplace.