Associate Wealth Advisor
Focus Partners Wealth(2 months ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to join their team in Needham. The role involves working closely with clients and senior advisors to develop personalized financial plans and strategies, including retirement, estate, tax, and investment planning. It offers a flexible hybrid work environment and the opportunity to be part of a dedicated, planning-centric team.
Required Skills
- Financial Planning
- Investment Strategies
- Tax Planning
- Estate Planning
- Financial Analysis
- Client Relations
- Financial Software
- Risk Management
- CRM
- Portfolio Management
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent
- 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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