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Hybrid Wealth Advisor Associate

LE0123 Focus Partners Wealth LLC

Focus Partners Wealth seeks an Associate Wealth Advisor to join our planning-centric team in Needham, MA. You’ll assist Wealth Advisors, craft retirement, risk, tax, estate, and investment plans, and maintain client relationships with proactive communication. We offer a hybrid schedule with 3 in-office days per week and up to 2 remote days. Ideal candidates hold a Bachelor’s degree, are Series 65 eligible within 120 days, and have 2+ years of financial services experience with keen attention to #J-18808-Ljbffr LE0123 Focus Partners Wealth LLC

Vacancy posted 3 days ago
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