Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
Focus Partners Wealth is seeking an Associate Wealth Advisor to work closely with a planning-centric team dedicated to creating personalized wealth advice based on clients' goals. The role involves participating in financial planning, relationship management, and strategic implementation for clients' retirement, tax, estate, and investment planning.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- Risk Management
- Client Relations
- Financial Software
- Portfolio Management
- Communication
- Analysis
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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