Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team in California. You will collaborate with Wealth Advisors to maintain client relationships while actively participating in the financial planning process.
Responsibilities include retirement, risk, tax, estate, and investment planning, with a hybrid schedule requiring 3 days in office per week and up to 2 remote days.
#J-18808-LjbffrSenior Wealth Advisor: Personal Planning & Client Growth in palo alto at Unknown Company
This position is listed as full time and able to be worked remotely.