Wealth Planning Associate - Client Strategy
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-15
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Focus Partners seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. Responsibilities include retirement planning, risk management, tax, estate, and investment planning. The role collaborates with Wealth Advisors and utilizes a robust tech stack, including CRM and custodians, with a hybrid in-office schedule.
The team emphasizes client service, rigorous financial planning, and the opportunity to grow within a fiduciary-focused wealth firm.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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