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Wealth Planning Associate

$70k - $125k

Focus Partners Wealth

Focus Partners Wealth in Needham, MA is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, tax, estate, and investment planning. The firm offers a hybrid schedule (3 days in office, up to 2 remote) and a base pay range of $70,000–$125,000, plus a bonus and comprehensive benefits. #J-18808-Ljbffr

Vacancy posted 1 day ago
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