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Financial Administrative Assistant

Company

Focused Wealth Advisors

Location

rochester, United-States

Type

Full-time

Company Description

Focused Wealth Advisors specializes in comprehensive retirement income planning to help individuals maintain their lifestyle in retirement. The firm offers services such as Social Security optimization, tax management, and mitigation of medical and long-term care risks, combined with low-cost, fee-managed portfolios. With over 30 years of experience per financial professional, including Certified Financial Planner® professionals, the team guides clients through retirement transitions to achieve sustainable and successful retirements. Focused Wealth Advisors operates with a commitment to conservative strategies and thoughtful planning to protect and grow resources for clients.


Role Description

Want to be part of a team that helps create better, more fulfilling lives for clients?

At Focused Wealth Advisors, we help people create the retirement they dream of by carefully stewarding their reso...

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