Associate Wealth Advisor

Focus Partners Wealth(12 days ago)

HybridFull TimeJunior$70,000 - $90,000Wealth Management

About this role

Focus Partners Wealth is seeking an Associate Wealth Advisor to work with a planning-oriented team, creating personalized wealth management strategies for clients. The role involves collaborating with other advisors, developing financial plans, and actively engaging in client relationships within a flexible work environment.

View Original Listing

Required Skills

Financial Planning
Investment Strategies
Tax Planning
Estate Planning
Risk Management
Wealth Management
Financial Analysis
CRM
Portfolio Management
Customer Service

Qualifications

Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
4+ years of financial service experience
CFP or equivalent (ChFC or CPA + PFS) preferred

About Focus Partners Wealth

focuspartners.com

Focus 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.

View more jobs at Focus Partners Wealth →