Senior UHNW Family Office Planner & Estate Strategist

RWA Wealth Partners

Boston, MA

JOB DETAILS
SALARY
$140,000–$170,000 Per Year
SKILLS
Analysis Skills, Financial Management, Financial Planning
LOCATION
Boston, MA
POSTED
Today

RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance across various financial domains.The ideal candidate has 7+ years in financial planning, with proven capabilities in client engagement and advanced analytical skills. This role includes a competitive salary range of $140,000 – $170,000 and offers a dynamic work environment with great benefits.#J-18808-Ljbffr

About the Company

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RWA Wealth Partners