Associate Wealth Advisor
Focus Partners Wealth(18 days ago)
About this role
The Associate Wealth Advisor at Focus Partners Wealth is a planning-centric role focused on delivering personalized wealth advice tailored to each client's goals and aspirations. The position supports the advisory team by contributing to comprehensive financial planning across retirement, tax, estate, and investment areas while helping maintain strong client relationships.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Portfolio Management
- Client Communication
- CRM
- Analytical Skills
- Trading Fundamentals
- Risk Management
Qualifications
- Bachelor's Degree
- Series 65 (within 120 days)
- 2+ Years Financial Services Experience
- 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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