Associate Wealth Advisor
Focus Partners Wealth(26 days ago)
About this role
Focus Partners Wealth is looking for an Associate Wealth Advisor to support a planning-centric team in creating personalized wealth strategies for clients, covering areas such as retirement, risk management, tax, estate, and investment planning. The role involves working closely with advisors and clients to develop and implement financial plans.
Required Skills
- Financial Planning
- Tax Planning
- Estate Planning
- Investment Strategies
- Risk Management
- CRM
- Portfolio Management
- Financial Software
- Client Communication
- Trading
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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