Associate Wealth Advisor Focus Partners

Elevate your career with Focus Partners as an Associate Wealth Advisor. Collaborate closely with Wealth Advisors to craft personalized financial strategies, while enjoying a hybrid work schedule.

Focus Partners Wealth is looking for an Associate Wealth Advisor to enhance our financial planning team. This role emphasizes key skills in investment, risk management, and tax planning while working alongside experienced Wealth Advisors. You will be instrumental in building and maintaining strong client relationships through your contributions to comprehensive financial strategies.

Key Responsibilities:

• Develop and present financial plans using planning software

• Collaborate with Wealth Advisors throughout financial processes

• Create tailored investment strategies for clients

• Conduct client meetings and communications effectively

• Ensure compliance and conduct client billing reviews

Requirements:

• Bachelor’s Degree required

• 2+ years of financial service experience

• Series 65 or equivalent within 120 days

• Strong knowledge of financial products

• Excellent analytical skills and attention to detail

Utilize your financial expertise and relationship-building skills at Focus Partners in the Associate Wealth Advisor role.
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