Remote Associate Wealth Advisor - Client-Focused Planning

Focus Partners Wealth

  • Charlotte, NC
  • 4 days ago
  • Remote
  • $75,000–$85,000 Per Year

Highlights

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.

Numbers & Facts

LocationCharlotte, NC (
Remote
)
Salary$75,000–$85,000 Per Year

Description

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

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