Associate Wealth Advisor

Focus Partners Wealth(7 days ago)

HybridFull TimeJunior$60,000 - $125,000Wealth Management

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 partnering with senior advisors to develop and implement financial strategies across various planning areas, emphasizing client relationships and financial planning expertise.

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Required Skills

Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Investment Strategy
Risk Management
Financial Software
Client Management
Portfolio Management
Financial Advisory

Qualifications

Bachelor’s Degree
Series 65 or equivalent

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.

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