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Senior Wealth Planner High-Net-Worth Clients
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-02
Listing for:
LRP Media Group
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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