×
Register Here to Apply for Jobs or Post Jobs. X

Senior UHNW Family Office Planner & Estate Strategist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: RWA Wealth Partners
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 170000 USD Yearly USD 140000.00 170000.00 YEAR
Job Description & How to Apply Below

RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance across various financial domains.

The ideal candidate has 7+ years in financial planning, with proven capabilities in client engagement and advanced analytical skills. This role includes a competitive salary range of $140,000 – $170,000 and offers a dynamic work environment with great benefits.

#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary