Associate Wealth Advisor
Focus Partners Wealth(23 days ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to provide personalized wealth advice by working closely with clients and senior advisors. The role involves collaborating with a team to create financial plans and strategies tailored to individual client goals, with a flexible hybrid work schedule.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- Risk Management
- Financial Software
- Client Relations
- Modeling
- Portfolio Management
- CRM
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days
- 4+ years of financial service experience
- CFP or equivalent (preferred)
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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