Senior Associate Wealth Planner - Family Office
The current posting asks for:
4+ years of experience in financial planning, estate planning, or personal tax planning for ultra-high-net-worth individuals and families
Bachelor’s degree in business, accounting, finance, or a related field, or equivalent industry experience
JD, CFP, CFA, or CPA certification—or meaningful progress toward one—is strongly preferred
Read the employer’s full posting · Posted 2026-06-22
