Senior Private Wealth Planner UHNW Families
Job in
Alameda, Alameda County, California, 94501, USA
Listed on 2026-03-03
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Private Wealth Financial Planner to deliver sophisticated financial strategies for ultra-high-net-worth clients. In this pivotal role, you will develop and maintain comprehensive financial plans, ensuring a seamless, client-first experience. Ideal candidates will possess a CFP® designation, have 3–5+ years of experience, and display strong analytical skills, attention to detail, and a collaborative spirit.
This position offers the opportunity to build enduring, multi-generational client relationships while supporting their financial aspirations.
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Position Requirements
10+ Years
work experience
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