Associate Wealth Advisor
Focus Partners Wealth(29 days ago)
About this role
The Associate Wealth Advisor at Focus Partners Wealth is a planning-centric role that supports Wealth Advisors and helps manage client relationships within the firm's wealth management practice. The position participates in advisory team business planning and contributes to firm strategic priorities. The role is designed for candidates with several years of financial services experience and required regulatory licensing.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Investment Strategy
- Investment Philosophy
- Trading Fundamentals
- Portfolio Management
- Tax Loss Harvesting
- CRM
+9 more
Qualifications
- Bachelor's Degree
- Series 65 (or equivalent within 120 days)
- 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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