Associate Wealth Advisor: Planning, Client Strategy & Growth

Focus Partners Wealth

  • Southfield, MI
  • 3 days ago
  • $85,000–$100,000 Per Year

Highlights

This position focuses on delivering personalized wealth advice and involves working closely with Wealth Advisors to maintain and enhance client relationships. Focus Partners Wealth is looking for an Associate Wealth Advisor to join their team in Southfield, Michigan.

Numbers & Facts

LocationSouthfield, MI
Salary$85,000–$100,000 Per Year

Description

Focus Partners Wealth is looking for an Associate Wealth Advisor to join their team in Southfield, Michigan. This position focuses on delivering personalized wealth advice and involves working closely with Wealth Advisors to maintain and enhance client relationships. Responsibilities include developing financial plans and implementing investment strategies.The ideal candidate will have a Bachelor's degree, Series 65 or equivalent certification, and over 4 years in financial services. The annual salary range is $85,000 - $100,000, plus potential bonuses and other benefits.#J-18808-Ljbffr

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