About this opportunity
LE0123 Focus Partners Wealth LLC lists this Associate Wealth Advisor | Hybrid Financial Planning opportunity in kirkland, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Focus Partners Wealth LLC is seeking an Associate Wealth Advisor to partner with senior advisors and enhance client relationships through comprehensive planning across retirement, risk, tax, estate, and investments. The role supports the team with planning, implementation, and client servicing, with a hybrid schedule that includes 3 days in office and up to 2 remote days weekly.
The candidate should have a Bachelor’s Degree, Series 65, 4+ years in wealth management, and CFP or equivalent
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Worksite address
kirkland, WA, 98034, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.