Focus Partners Wealth seeks to hire an Associate Wealth Advisor to join our planning-centric team in California. You will work with Wealth Advisors to build personalized plans and manage client relationships through the financial planning process.
The role requires a Bachelors Degree, Series 65, 4+ years in financial services, and CFP or equivalent preferred. Hybrid work with in-office and remote days, base salary range $100k-$140k plus benefits.
#J-18808-LjbffrClient-Focused Wealth Planning Associate in palo alto at Unknown Company
This position is listed as full time and able to be worked remotely.