Senior Financial Advisor
Leah Yosef International
Senior Financial Planner Multi-Family Office Boca Raton, FL 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 2247
Vacancy posted 5 days ago
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