Hybrid Associate Wealth Advisor - Client Planning
$60k - $125kFocus Partners
A wealth management firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized financial strategies. Responsibilities include developing financial plans, collaborating with Wealth Advisors, and leading client communications. Candidates should have a Bachelor's degree, Series 65 within 120 days, and 2+ years of financial services experience. The position offers a hybrid schedule and compensation ranging from $60,000 to $125,000 annually, along with a comprehensive benefits package. #J-18808-Ljbffr Focus Partners
Vacancy posted 2 days ago
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