Associate Wealth Advisor

Focus Partners Wealth(19 days ago)

HybridFull TimeMedior$70,000 - $80,000Wealth Management

About this role

An Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric advisory team to deliver personalized wealth advice aligned with each client's goals and aspirations. The role partners with Wealth Advisors to maintain and enhance client relationships and contributes to financial planning across retirement, tax, estate, risk, and investment areas.

View Original Listing

Required Skills

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

+3 more

Qualifications

Bachelor's Degree
Series 65 (or equivalent) 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.