Associate Wealth Advisor
Focus Partners Wealth(15 hours ago)
About this role
Focus Partners Wealth is looking for an Associate Wealth Advisor to work closely with clients and Wealth Advisors, providing personalized financial planning and investment strategies. The role involves creating financial plans, communicating with clients, and supporting the team in delivering wealth management services.
Required Skills
- Financial Planning
- Investment Strategies
- Risk Management
- Tax Planning
- Estate Planning
- Financial Analysis
- Cash Flow Management
- Customer Relationship Management
- Modeling
- Wealth Management
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days of employment
- 4+ years of financial service experience
- CFP or equivalent (preferred)
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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