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Hybrid Associate Wealth Advisor-Planning-Led Client Impact

Focus Partners, Oklahoma City, OK, United States


Focus Partners is seeking an Associate Wealth Advisor to join their team in the United States, Massachusetts. This position offers a hybrid work model, allowing flexibility with three days in the office and two days remote. Responsibilities include developing financial plans, collaborating with clients, and ensuring compliance in client communications. Candidates need a Bachelor's Degree, Series 65 certification within 120 days, and 2+ years of financial service experience. The compensation range is between $85,000 and $95,000 annually, along with benefits and bonuses.
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