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Financial Advisor Financial Consultant

Wealth Planning Associate - Client Strategy & Onboarding

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading independent financial advisory firm in Boca Raton seeks a Wealth Planner to develop comprehensive wealth management strategies. Responsibilities include assisting the advisory team with onboarding new clients, creating individualized financial plans, and maintaining relationships with clients. Qualified candidates should possess 0-2+ years of experience in financial planning and possess strong communication and problem-solving skills. This role provides opportunities for professional growth and a supportive work environment.
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Position Requirements
10+ Years work experience
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