Hybrid Wealth Planning Associate — Build Holistic Portfolios
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-13
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. Work closely with Wealth Advisors to maintain client relationships and participate in the financial planning process, including retirement, tax, estate, and investment planning.
The role supports a hybrid schedule with 3 days in the office per week and up to 2 remote days, or as directed by team leadership. A path to managing client interactions and billing reviews is included.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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