Organizational Mission: Intergenerational family wealth guidance to educate, empower, and enrich the families we serve.
Lead Planning Officer (LPO) with an established (40 years) San Diego CA boutique family office providing comprehensive family wealth guidance to a limited number of high-net-worth family leaders in all aspects of cash flow, portfolio, and legacy oversight, planning, and implementation.
*Merger, acquisition, equity partner, and successor possibilities dependent upon candidate’s experience, present situation, and goals.
Lead an experienced professional staff utilizing a proprietary client engagement planning process to serve existing and attract new qualified client families.
Work directly with family fiduciary clientele guiding and supporting them in making informed decision in line with their family’s values, vision, goals, and best interests over extended periods of time.
Current Series 7 and or 65 license.
Family Office and Wealth Management experience.
Additional Salary Information: Paid benefits
About Superior Planning, Inc.
Superior Planning, Inc. is San Diego’s leading multi-family office serving entrepreneurial families since 1982. Our mission is to enrich the world one fqmily at a time.