About this role
Sr. Family Office Financial Planner at RWA Wealth Partners. Location: Boston, Massachusetts, United States. Role: lead planning, advise clients, develop financial plans Requirements: Seven+ years in wealth management with client-facing experience; strong financial planning, estate planning, and tax planning knowledge; Series 65 or CFP consideration; bachelor’s degree; proficiency in MS Office and planning tools. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, eMoney, MoneyGuide Pro Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English