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Job description
Focus Financial Partners seeks a Vice President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and prepare client meeting materials to ensure a world-class experience with confidentiality and timely service.
The ideal candidate has a BA, CFP or CFA preferred, 5–7+ years in wealth management or related fields, and strong communication, organization, and travel readiness.
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.