Associate Wealth Advisor
Focus Partners Wealth(17 days ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to work within a planning-centric team dedicated to creating personalized wealth advice for clients. The role involves collaborating with advisors, creating financial plans, and engaging with clients to achieve their goals.
Required Skills
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- CRM
- Client Communication
- Trading
- Risk Management
- Financial Products
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days
- 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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