Associate Wealth Advisor
Focus Partners Wealth(6 months ago)
About this role
NorthCoast Asset Management is a data-driven investment firm that specializes in risk-managed equity and income strategies for high-net-worth investors and financial advisors. The firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to navigate evolving markets.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Investment Strategies
- Client Relationship Management
- Trading
- Risk Management
- Financial Analysis
- CRM
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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