
1001 - 5000 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.
📡 We watch Focus Partners Wealth's careers page
Every 2 hours
how often we check
0
roles posted in the last 30 days
About 25 days
usual time to fill a role
17
roles closed in the last year
Selected: 🆕 Date Added.
🕒 June 18
Client Service Specialist providing operational support and resolving client issues for Focus Partners Wealth. Requires 3+ years RIA experience and proficiency in Salesforce.
🏄 California – Remote
💵 $70k - $75k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
👻 Ghost score 35%