About this opportunity
Focus Partners lists this Senior Wealth Advisor: Personal Planning & Client Growth opportunity in palo alto, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
palo alto, CA, 94306, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.