Senior Financial Advisor

Senior Financial PlannerMulti-Family OfficeBoca Raton, FLOverviewEstablished Multi-Family Office seeks a Senior Financial Planner to support sophisticated client relationships through comprehensive planning, analysis, and preparation.Not a sales role. No portable book of business required. HighlightsPartner closely with seasoned advisors in a boutique, collaborative environment, producing complex planning solutions for sophisticated ultra high net worth clientele.Participate meaningfully in client meetings and planning decisions on a collaborative team where individual contributions are visible and ideas are welcomed.Focus on planning quality and client service without business-development or asset-gathering expectationsOpportunity to grow with an expanding firm and take on broader responsibility over time.Significant compensation package including competitive base salary and profit and performance based bonuses.RequirementsHigh net worth financial planning knowledge with experience creating comprehensive plans; eMoney strongly preferred.Exceptional organization, attention to detail, and follow-throughFull-time, in-office presence in Boca Raton2247