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Senior Wealth Planner High-Net-Worth Clients

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: LRP Media Group
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for High-Net-Worth Clients

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.

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Position Requirements
10+ Years work experience
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