Associate Wealth Advisor
Focus Partners Wealth(6 days ago)
About this role
An Associate Wealth Advisor at Focus Partners Wealth supports a planning-centric team to deliver personalized wealth advice tailored to clients’ goals and aspirations. The role partners with Wealth Advisors to support client relationships and contribute to comprehensive financial planning across retirement, tax, estate, and investment areas.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Portfolio Management
- Trading
- CRM
- Client Communication
- Analytical Skills
- Risk Management
Qualifications
- Bachelor's Degree
- Series 65
- 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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