
Wealth Planning Associate - Hybrid Client Advisor
Focus Financial Partners, Nashville, TN, United States
Focus Financial Partners is seeking an Associate Wealth Advisor in Nashville, TN. This role requires collaboration with a planning-centric team to design and protect clients' financial dreams. Responsibilities include developing financial plans, managing client relationships, and engaging with the Portfolio Management team. Candidates should possess a Bachelor's Degree, 2 years of experience, and Series 65 certification. The company offers a hybrid work schedule, combining in-office and remote flexibility. Competitive compensation packages including bonuses and benefits are provided.
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