CFO Advisor Joseph Michaels International
San Jose, CA8 days ago
Focus Partners LLC
- Menlo Park, CA
- 2 days ago
Highlights
Focus Partners in Menlo Park is looking for a Senior Associate Wealth Advisor to enhance client relationships through personalized financial planning. This role involves collaborating with Wealth Advisors, creating investment strategies, and managing client communications.
Numbers & Facts
| Location | Menlo Park, CA |
Description
Focus Partners in Menlo Park is looking for a Senior Associate Wealth Advisor to enhance client relationships through personalized financial planning. This role involves collaborating with Wealth Advisors, creating investment strategies, and managing client communications.The ideal candidate must have a Bachelor's Degree, 5+ years of experience in financial services, and a CFP or equivalent. The position offers a hybrid working model and a competitive salary package.#J-18808-Ljbffr
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