Focus Financial Partners seeks a Vice President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and prepare client meeting materials to ensure a world-class experience with confidentiality and timely service.
The ideal candidate has a BA, CFP or CFA preferred, 5–7+ years in wealth management or related fields, and strong communication, organization, and travel readiness.
#J-18808-LjbffrSenior Wealth Strategy Leader in boston at Unknown Company
This position is listed as full time and onsite.