Senior Wealth Planner for High-Net-Worth Clients
LRP Media Group
LRP Media Group in Boca Raton is seeking a skilled professional in financial planning to deliver advanced advice to high-net-worth clients, typically with $10MM+ in assets. The ideal candidate will possess strong technical knowledge, communication skills, and a Bachelor's degree, with experience in the financial industry. Responsibilities include executing complex financial planning strategies, engaging with clients to incentivize action, and utilizing planning software efficiently while being compliant with regulatory guidelines. Eligible employees enjoy comprehensive benefits including medical, dental, and a 401(k) plan. #J-18808-Ljbffr LRP Media Group
Vacancy posted 5 days ago
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LRP Media Group
Boca Raton, FL22 hours ago
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