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Senior Private Wealth Planner for UHNW Clients

$175k - $225k

Boston Partners Global Investors, Inc.

Boston Partners Global Investors, Inc. is seeking a Senior Financial Planner in Boston. The ideal candidate has over 10 years of experience in comprehensive financial planning and must hold a CFP® designation. Responsibilities include leading financial planning engagements and developing detailed financial plans tailored for high-net-worth clients. The pay range is $175,000–225,000, based on experience and qualifications. The role requires strong communication skills and a full-time in-office commitment, promoting a collaborative, fiduciary-focused work environment. #J-18808-Ljbffr Boston Partners Global Investors, Inc.

Vacancy posted 3 days ago
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