Remote Associate Wealth Advisor - Client-Focused Planning

Focus Partners Wealth

Charlotte, NC(remote)

JOB DETAILS
SALARY
$75,000–$85,000 Per Year
SKILLS
Customer Relations, Financial Services, Strategic Planning, Tax Planning
LOCATION
Charlotte, NC
POSTED
2 days ago

Focus Partners Wealth is looking for an Associate Wealth Advisor in Charlotte, North Carolina. This critical role involves developing personalized wealth strategies and closely collaborating with Wealth Advisors to enhance client relationships. Ideal candidates will have at least 4 years of financial service experience and a strong grasp of investment and tax planning strategies.The position offers a competitive salary range of $75,000–$85,000, along with a comprehensive benefits package and an opportunity to contribute to impactful client engagements.#J-18808-Ljbffr

About the Company

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Focus Partners Wealth