Regional Vice President - Business Development
Focus Partners Wealth(4 months ago)
About this role
Focus Partners Wealth (FPW) is a growing independent wealth management firm that provides personalized financial planning and investment management services. The company aims to leverage large financial institutions' capabilities while delivering a tailored client experience.
Required Skills
- financial Planning
- Investment Management
- Client Relationships
- Sales
- Business Development
- Microsoft Office
- Salesforce
- Custodian Platforms
- Financial Markets
- Communication
Qualifications
- Bachelor's Degree
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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