Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
Focus Partners Wealth is looking for an Associate Wealth Advisor to provide personalized financial planning and client relationship management. The role involves working closely with clients and team members to develop strategies in various areas of wealth management, including retirement, tax, estate, and investment planning.
Required Skills
- Financial Planning
- Client Relationship
- Tax Planning
- Estate Planning
- Investment Strategies
- Risk Management
- Financial Software
- Communication Skills
- Teamwork
- Customer Service
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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