Senior Wealth Advisor: Planning-Driven Client Impact
Senior Wealth Advisor: Planning-Driven Client Impact
focus partners wealthNeedham Heights, MA
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →Focus Partners Wealth is seeking a Senior Associate Wealth Advisor in Needham, MA. The role collaborates with Wealth Advisors to deliver personalized wealth planning, retirement, tax, estate, and investment planning. The position supports a hybrid work model with 3 days in office per week and up to 2 days remote, as assigned. The candidate will lead client planning efforts, build relationships, and contribute to business development while aligning with the firm’s investment philosophy and
Also on the board Same function, level within a rung
Level
Senior
Location
Needham Heights, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday