Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to work closely with clients and senior advisors in creating personalized financial strategies. The role involves financial planning, client relationship management, and collaboration within a team-oriented environment. It offers a hybrid work schedule and a chance to develop expertise in wealth management and financial planning.
Required Skills
- Financial Planning
- Investment Strategies
- Client Management
- Estate Planning
- Tax Planning
- Risk Management
- Financial Software
- CRM
- Trading
- Portfolio Management
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent
About Focus Partners Wealth
focuspartners.comFocus 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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