Senior Wealth Advisor & Planning Team Leader
Focus Financial Partners
Focus Partners Wealth is seeking a Wealth Advisor to lead a planning-first advisory team and guide clients through holistic financial strategies. The role emphasizes goals-based planning, taxation, estate planning, and retirement considerations, with a client-centric approach. The advisor will coordinate with portfolio management, maintain strong client relationships, and drive business development while modeling excellence in financial planning skills. Some travel may be required. #J-18808-Ljbffr Focus Financial Partners
Vacancy posted 1 day ago
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