Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
The Associate Wealth Advisor supports a planning-centric advisory team to deliver personalized wealth advice and help clients pursue their financial goals. The role partners closely with Wealth Advisors and internal teams to support client relationships and contribute to the firm’s strategic priorities. The position is hybrid, requiring three in-office days per week with two days remote available.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Investment Strategy
- Risk Management
- Trading
- Portfolio Management
- Client Communication
- Client Service
+8 more
Qualifications
- Bachelor's Degree
- Series 65
- CFP
- ChFC
- CPA + PFS
- Clean U4
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
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