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Wealth Planning Associate - Hybrid/Remote Option
Remote / Online - Candidates ideally in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-19
Needham, Norfolk County, Massachusetts, 02492, USA
Listing for:
Focus Partners
Full Time, Remote/Work from Home
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Focus Partners is looking for an Associate Wealth Advisor in Needham, Massachusetts. This role involves supporting clients in financial planning processes, developing personalized strategies, and collaborating with Wealth Advisors. A Bachelor's degree and Series 65 or equivalent are needed, along with strong interpersonal skills.
The position allows for a hybrid work model, requiring three days in the office and two days remote each week. Compensation ranges from $60,000 to $125,000 annually, with potential bonuses and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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