Associate Wealth Advisor

Focus Partners Wealth(18 days ago)

HybridFull TimeMedior$80,000 - $90,000Wealth Management

About this role

An Associate Wealth Advisor at Focus Partners Wealth is a client-facing role within a planning-centric team that helps deliver personalized wealth advice aligned with clients’ goals. The position is part of a firm focused on comprehensive wealth, asset, and business management across client lifecycles.

View Original Listing

Required Skills

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

Qualifications

Bachelor's Degree
Series 65 (or equivalent)
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.