Job Description

Multi-Family Office

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