Associate Wealth Advisor
Focus Partners Wealth(18 days ago)
About this role
An Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric advisory team to deliver personalized wealth strategies tailored to clients' goals and values. The role works closely with Wealth Advisors and portfolio teams to help execute comprehensive financial planning and client relationship activities. The position is hybrid and contributes to the firm’s client service and strategic priorities.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Risk Management
- Trading Fundamentals
- Portfolio Management
- CRM
- Client Communication
- Analytical Skills
+2 more
Qualifications
- Bachelor's Degree
- Series 65
- Clean U4
- 2+ Years Experience
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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