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Senior Wealth Advisor: Planning-Driven Client Impact

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 140000 USD Yearly USD 125000.00 140000.00 YEAR
Job Description & How to Apply Below

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor in Needham, MA. The role collaborates with Wealth Advisors to deliver personalized wealth planning, retirement, tax, estate, and investment planning.

The position supports a hybrid work model with 3 days in office per week and up to 2 days remote, as assigned. The candidate will lead client planning efforts, build relationships, and contribute to business development while aligning with the firm’s investment philosophy and

We invite applications for the Senior Wealth Advisor:
Planning-Driven Client Impact position located in Needham, MA, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Needham, MA, United States.

This opportunity is part of our work in Finance, Sales.

Position Requirements
10+ Years work experience
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