Hybrid Wealth Planner — Planning-Focused Associate

Focus Financial Partners; Wyomissing (Berks County); Híbrido; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Focus Partners is seeking an Associate Wealth Advisor to join our planning centric team. The role partners closely with Wealth Advisors to strengthen client relationships through active participation in the financial planning process, delivering strategies in retirement, risk management, tax, estate, and investments.

The position supports a hybrid schedule (3 days in office, 2 remote). Requirement: Bachelor’s Degree, Series 65 or equivalent; CFP or equivalent preferred; 4+ years in financial

Formación

• Bachelor’s degree required; Series 65 or equivalent.
• CFP or equivalent preferred.

Responsabilidades

• Assist Wealth Advisors in the planning process and client engagement.
• Deliver retirement, risk management, tax, estate, and investment strategies.

Educación

Bachelor's Degree

Descripción del empleo

Focus Partners is seeking an Associate Wealth Advisor to join our planning centric team. The role partners closely with Wealth Advisors to strengthen client relationships through active participation in the financial planning process, delivering strategies in retirement, risk management, tax, estate, and investments.

The position supports a hybrid schedule (3 days in office, 2 remote). Requirement: Bachelor’s Degree, Series 65 or equivalent; CFP or equivalent preferred; 4+ years in financial