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Senior UHNW Family Office Planner & Estate Strategist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-26
Listing for:
RWA Wealth Partners
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
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-LjbffrPosition Requirements
10+ Years
work experience
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