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Senior UHNW Family Office Financial Planner
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-05
Listing for:
RWA Wealth Partners LLC
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
RWA Wealth Partners LLC in Boston, MA seeks a Sr. Family Office Financial Planner to lead financial planning for clients with net worths over $10 million. This role requires over 7 years of experience, with a focus on client engagement and financial planning skills.
The ideal candidate will possess strong analytical skills, attention to detail, and the ability to manage multiple client relationships effectively. This position offers a competitive salary along with additional benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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