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Financial Consultant Financial Advisor Wealth Management Financial Services

Associate Wealth Advisor – Holistic Financial Planning

Job in Charleston, Kanawha County, West Virginia, 25329, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 65000 - 70000 USD Yearly USD 65000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading fiduciary wealth management firm is seeking an Associate Wealth Advisor to provide holistic wealth advice by collaborating with a team dedicated to personalized service. The role involves developing financial plans, creating investment strategies, and direct client interactions. Applicants should have a Bachelor’s degree, Series 65 or equivalent, and 2+ years of relevant experience. The position offers a hybrid work schedule with a salary range of $65k to $70k/year, plus bonuses and benefits.
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Position Requirements
10+ Years work experience
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