Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
About this role
Focus Partners Wealth is hiring an Associate Wealth Advisor to collaborate with clients on personalized financial planning, including retirement, tax, estate, and investment strategies. The role emphasizes team partnership and client relationship management in a flexible working environment.
Required Skills
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- Client Management
- Financial Software
- Risk Management
- Communication
- Team Collaboration
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days of employment
- 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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