Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
The Associate Wealth Advisor at Focus Partners Wealth is part of a planning-centric advisory team that delivers personalized wealth advice aligned with clients' goals. The role partners with Wealth Advisors and firm colleagues to support client relationships and contribute to the firm's strategic priorities. This is an exempt, client-facing position at a registered investment adviser.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Investment Strategy
- Trading Fundamentals
- Portfolio Management
- Tax Harvesting
- CRM
- Custodian Platforms
+10 more
Qualifications
- Bachelor's Degree
- Series 65 (or Equivalent)
- 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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