Wealth Planning Associate: Client Strategy & Growth

Focus Partners LLC

Charlotte, NC

JOB DETAILS
SKILLS
Customer Support/Service, Financial Analysis, Financial Services
LOCATION
Charlotte, NC
POSTED
3 days ago

Focus Partners in Charlotte, NC is seeking an Associate Wealth Advisor to deliver personalized wealth advice and support clients' financial goals. You will work closely with Wealth Advisors, engage in retirement and investment planning, and lead client communications.The ideal candidate should possess a Bachelor's Degree, 4+ years of financial service experience, and strong skills in financial analysis and communication. A comprehensive benefits package is offered, including potential annual bonuses.#J-18808-Ljbffr

About the Company

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Focus Partners LLC