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Wealth Planning Associate: Client Strategy
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2025-12-16
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2025-12-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Needham, MA is seeking an Associate Wealth Advisor to collaborate with advisors in managing client financial plans and relationships. This role involves developing personalized investment strategies and ensuring high-level client service. Candidates should have a Bachelor's degree and 2+ years of financial planning experience. Compensation is between $70,000 - $75,000 annually, with potential bonuses and benefits.
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Position Requirements
10+ Years
work experience
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