Wealth Planning Associate
Focus Financial Partners Inc.
Focus Financial Partners in Charlotte, NC is seeking an Associate Wealth Advisor to collaborate with a planning-centric team. The role involves managing client relationships, creating personalized financial plans, and drafting investment strategies. Candidates should have a Bachelor's degree and over 2 years of financial planning experience. This position offers a hybrid schedule. The ideal candidate possesses strong interpersonal skills and knowledge of financial products. #J-18808-Ljbffr
Vacancy posted 3 days ago
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