Family Office Wealth Strategist

Recruiter
Destiny Family Office
Location
Winter Park, Florida
Salary
$100,000 - $124,999
Posted
08 Nov 2022
Closes
07 Jan 2023
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

The Destiny Family Office Wealth Strategist will enhance the family office framework by serving as a liaison between high-net-worth individuals and families and all associated professionals.  This position is an integral part of the client relationship, including both operational and servicing functions, as well as more technical analysis and planning alongside the primary Family Office advisor.  They are responsible for ensuring all aspects of the client relationship are properly maintained with client satisfaction in all areas as a top priority.

  • You need to sign in to save