CFO Advisor Joseph Michaels International
San Jose, CA8 days ago
Focus Financial Partners
- Menlo Park, CA
- 2 days ago
Highlights
You will partner with Wealth Advisors to maintain client relationships and support retirement, risk, tax, estate, and investment planning. Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team.
Numbers & Facts
| Location | Menlo Park, CA |
Description
Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to maintain client relationships and support retirement, risk, tax, estate, and investment planning.This exempt role offers a hybrid work model (3 in-office days per week, with up to 2 remote days) and travel as needed. You will independently manage client communications, develop recommendations, and collaborate with Portfolio Management to optimize client#J-18808-Ljbffr
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