- Conduct client interviews to gather financial information.
- Recommend customized financial plans based on client goals.
- Maintain a commitment to delivering excellent results.
Focus Partners Wealth
2 open remote positions
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Salary Distribution 1 of 2 jobs
$105,000
Min
$105,000
25th
$105,000
Median
$105,000
75th
$105,000
Max
Benefits Overview 2 of 2 jobs
401(k)
(1)
Bonus
(1)
Dental
(1)
Life Insurance
(1)
Medical
(1)
Vision
(1)
Open Positions
$90,000–$105,000/yr
- Tax planning and preparation for high-net-worth individuals.
- Ensuring compliance with all federal and state filing requirements.
- Acting as a resource to business management teams for tax planning.