Associate Wealth Advisor
Focus Partners Wealth(12 days ago)
About this role
The Associate Wealth Advisor at Focus Partners Wealth is a planning-focused role on a team that delivers personalized wealth advice tailored to clients' goals and life stages. The position supports the integration of financial planning and investment guidance within a client-centric advisory practice.
Required Skills
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Portfolio Management
- Trading Fundamentals
- CRM
- Client Communication
- Analytical Skills
+2 more
Qualifications
- Bachelor's Degree
- Series 65 (or equivalent) within 120 days
- 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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