Associate Wealth Advisor

Focus Partners Wealth(2 months ago)

RemoteFull TimeJunior$110,000 - $120,000Financial Advisory

About this role

NorthCoast Asset Management is a data-driven investment firm specializing in risk-managed equity and income strategies, serving high-net-worth investors and financial advisors. They emphasize macroeconomic analysis, quantitative modeling, and disciplined risk controls to navigate market environments.

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Required Skills

Financial Planning
Investment Strategies
Risk Management
Tax Planning
Client Relationship
Portfolio Management

Qualifications

Bachelor’s Degree
Series 65 or equivalent

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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