Associate Wealth Advisor
Focus Partners Wealth(5 days ago)
About this role
An Associate Wealth Advisor at Focus Partners Wealth supports Wealth Advisors in delivering personalized financial planning and wealth management services. The role focuses on developing and implementing retirement, tax, estate, risk, and investment strategies while engaging directly with clients. It works within a planning-centric team to create holistic investment strategies, contribute to business planning, and maintain high-touch client relationships.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Risk Management
- Financial Analysis
- Modeling
- CRM
- Trading
- Client Communication
+4 more
Qualifications
- Bachelor's Degree
- Series 65 (or Equivalent)
- CFP (Preferred)
- ChFC (Preferred)
- CPA (Preferred)
- PFS (Preferred)
- 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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