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Financial Planner
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Full-time
- Levanti Wealth is a South Florida financial planning firm that helps clients accumulate and use their wealth, with a focus on tax efficiency, asset protection, and legacy planning.
- The company prioritizes client education to empower informed decision-making and offers strategies for personal, estate, charitable, special needs, and business financial planning.
- This is a full-time hybrid role for a Financial Planner at Levanti Wealth, located in the Boca Raton area with some remote work flexibility.
- The Financial Planner will be responsible for day-to-day tasks associated with financial planning, including personal financial planning and retirement planning.
- The planner will also be expected to possess strong finance skills to aid clients in creating and implementing effective wealth management strategies.
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