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Wealth Advisor Associate: Planning & Client Strategy

Job in Charleston, Kanawha County, West Virginia, 25329, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, 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 wealth management firm is seeking an Associate Wealth Advisor to enhance client relationships and deliver personalized wealth advice. The role involves collaborating with Wealth Advisors on financial planning, including retirement and investment strategies. A Bachelor's Degree and 2+ years of financial service experience are required. The position offers a hybrid work schedule with an expected annual base pay between $65,000 and $70,000, alongside additional benefits and bonuses.
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Position Requirements
10+ Years work experience
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