About this opportunity
Focus Partners Wealth lists this Senior Wealth Planner & Client Advocate 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. You will work with Wealth Advisors to maintain and grow client relationships through active participation in the financial planning process and by developing holistic investment strategies.
The role emphasizes collaboration, advanced planning, and the ability to analyze complex financial scenarios. A hybrid schedule is offered with in-office and remote work options to support client service
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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.