Senior Private Wealth Planner - Holistic Financial Strategy

A leading financial institution in Miami is seeking a Private Wealth Planner to provide comprehensive financial planning and engage with clients to deliver tailored solutions. The role involves collaborating with an integrated client service team to utilize proprietary Wealth Plan software and promote holistic financial strategies. A Bachelor's degree and CFP certification are required, along with 5+ years of experience in financial services. The position demands strong interpersonal skills and a commitment to ethical standards. J-18808-Ljbffr