Associate Wealth Advisor

Focus Partners Wealth(6 days ago)

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

About this role

An Associate Wealth Advisor at Focus Partners Wealth is a client-facing advisory role within a planning-centric team that helps deliver personalized wealth strategies aligned with clients' goals. The role partners with Wealth Advisors to support and enhance client relationships and contribute to the firm's advisory services. The position is part of the firm's wealth management practice and operates on a hybrid schedule.

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Required Skills

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

+2 more

Qualifications

Bachelor's Degree
Series 65
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.