Financial Planner - Boca Raton, United States - Levanti Wealth

Levanti Wealth Boca Raton, United States

4 weeks ago

Description

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

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