Associate Wealth Advisor
Focus Partners Wealth(18 days ago)
About this role
An Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric team delivering personalized wealth advice tailored to clients’ goals. The role partners with Wealth Advisors to maintain and enhance client relationships and contribute to comprehensive financial planning across retirement, tax, estate, and investment areas.
Required Skills
- Financial Planning
- Investment Strategy
- Tax Planning
- Estate Planning
- Risk Management
- Portfolio Management
- Trading Fundamentals
- CRM
- Financial Modeling
- Client Communication
+2 more
Qualifications
- Bachelor's Degree
- Series 65
- CFP
- ChFC
- CPA + PFS
- Clean U4
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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