Associate Wealth Advisor

Focus Partners Wealth(29 days ago)

HybridFull TimeMedior$90,000 - $100,000Wealth Management

About this role

The Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric advisory team to deliver personalized wealth advice aligned with clients' goals and aspirations. The role works closely with Wealth Advisors and firm partners to maintain and enhance client relationships and contribute to the firm's strategic priorities. The position is exempt and operates on a hybrid schedule (three days in office, two remote).

View Original Listing

Required Skills

Financial Planning
Tax Planning
Estate Planning
Insurance Planning
Investment Strategy
Trading Fundamentals
Portfolio Management
CRM
Client Communication
Client Service

+4 more

Qualifications

Bachelor's Degree
Series 65 (or equivalent)
2+ Years Financial Services Experience
Clean U4

About Focus Partners Wealth

focusfinancialpartners.com

Focus 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.