Associate Wealth Advisor
Focus Partners Wealth(1 day ago)
About this role
The Associate Wealth Advisor at Focus Partners Wealth supports Wealth Advisors by delivering personalized, planning-centric wealth advice tailored to clients’ goals. The role focuses on developing and implementing strategies across retirement, tax, estate, risk, and investment planning while partnering with portfolio management and client service teams.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategy
- Risk Management
- Trading Fundamentals
- CRM
- Client Communication
- Portfolio Management
- Analytical Skills
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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