About this opportunity
Focus Partners Wealth lists this Senior Wealth Advisor: Planning-Driven Client Impact opportunity in needham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Worksite address
needham, MA, 02494, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.