Focus Partners seeks an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to deliver personalized wealth advice, focusing on retirement planning, risk management, tax, estate, and investment strategies.
A hybrid schedule is offered with 3 days in office per week and 2 remote days. The role requires 4+ years in wealth management, Series 65, and a bachelor’s degree; CFP or CPA credentials are highly preferred.
#J-18808-LjbffrHybrid Wealth Planner: Associate in kirkland at Unknown Company
This position is listed as full time and able to be worked remotely.