Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
Focus Partners Wealth is looking for an Associate Wealth Advisor to collaborate with a team dedicated to providing personalized financial and wealth advice. The role involves working closely with clients through the financial planning process and supporting the firm's strategic objectives.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- Risk Management
- Client Relations
- Financial Software
- Trading
- CRM
- Portfolio Management
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent
- 2+ years of financial service experience
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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