Financial Planner
4 weeks ago
Company Description
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. Additionally, Levanti Wealth is committed to giving back to the community.
Role Description
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.
Qualifications
- Strong knowledge of financial planning, personal financial planning, and retirement planning
- Certified Financial Planner (CFP) certification is preferred
- Excellent finance skills and experience creating and implementing wealth management strategies for clients
- Experience working with clients to create effective tax efficiency and asset protection plans
- Bachelor's degree in Finance or a related field
- Exceptional analytical and problem-solving abilities
- Strong communication and interpersonal skills
- Experience with estate, charitable, special needs, and/or business financial planning is a plus
by Jobble
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