Associate Wealth Advisor

Focus Partners Wealth(22 days ago)

HybridFull TimeMedior$60,000 - $70,000Wealth Management

About this role

The Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric advisory team to deliver personalized wealth advice and maintain client relationships. The role partners with Wealth Advisors and portfolio management to support retirement, tax, estate, risk, and investment planning efforts. The position is exempt, salaried, and operates on a hybrid schedule with an expectation to be in-office three days per week.

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Required Skills

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

+8 more

Qualifications

Bachelor's Degree
Series 65 (within 120 days)
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.