Wealth Planning Associate — Hybrid, Client‑Focused Advisor
Focus Partners
Focus Partners in Nashville, Tennessee, is seeking an Associate Wealth Advisor to collaborate with a team in managing client relationships and financial planning processes. Responsibilities include master the investment philosophy, create financial plans, and maintain client communications. Candidates should have a Bachelor's degree, 2+ years in financial planning, and a Series 65 license. Focus Partners offers a hybrid schedule of 3 days in office and 2 days remote, aiming to support client financial dreams through personalized service. #J-18808-Ljbffr Focus Partners
Vacancy posted 4 days ago
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