Hybrid Associate Wealth Advisor - Planning-Driven

Focus Partners in Charlotte, North Carolina is hiring an Associate Wealth Advisor to collaborate with a team in financial planning. The role includes managing client relationships and leading communications while assisting in investment strategy. Candidates should have a Bachelor's degree, 2+ years experience in financial planning, and Series 65 licensure. The position offers a hybrid work schedule, with 3 days in-office and 2 remote, along with a competitive compensation package including potential bonuses.
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