Senior Associate Wealth Advisor
Focus Partners Wealth(19 hours ago)
About this role
Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to work with a planning-centric team focused on creating personalized wealth advice for clients. The role involves partnering with other advisors to maintain and enhance client relationships through comprehensive financial planning.
Required Skills
- Financial Planning
- Investment Strategies
- Risk Management
- Tax Planning
- Estate Planning
- Financial Analysis
- Modeling
- Client Communication
- CRM
- Portfolio Management
Qualifications
- Bachelor’s Degree
- 5+ years of financial service experience
- CFP or equivalent (ChFC or CPA + PFS)
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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