Associate Wealth Advisor
Focus Partners Wealth(20 days ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to creating personalized wealth advice based on clients' unique goals and aspirations. The position involves close collaboration with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
Required Skills
- Financial Planning
- Client Relationship Management
- Investment Strategy
- Risk Management
- Tax Planning
Qualifications
- Bachelor’s Degree
- Series 65
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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