About this role
Manager, Advisory Leadership Team at Focus Partners Wealth. Location: Bellevue or San Diego or Walnut Creek. Role: facilitate reviews, establish forums, coach advisors Requirements: Lead and develop Associate Wealth Advisors; manage advisory team; drive planning, client experience, and compliance; travel up to ~25%. Category: Project and Program Management Seniority: Mid Level Tools: CRM, Financial Planning Tools Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English