Associate Wealth Advisor

Position: Associate Wealth Advisor – Hybrid Role
Enhance your financial advisory career with Focus Partners Wealth as an Associate Wealth Advisor. This hybrid role combines client interaction with strategic financial planning to fulfill diverse client needs.

Engage closely with Wealth Advisors to create tailored financial strategies, ensuring compliance and effectiveness. You'll focus on developing a mastery of investment philosophy and financial software while managing client relationships independently. This position supports both in-office collaboration and remote flexibility, catering to your work-life balance.

Key Responsibilities:

• Create financial plans and investment strategies for clients

• Communicate effectively with clients and team members

• Lead client assessments and monitor risk tolerances

• Collaborate on trading and investment techniques

• Facilitate billing reviews ensuring compliance standards

Requirements:

• Bachelor's Degree required

• Minimum 2 years in financial service industry

• Series 65 or equivalent certification needed

• Strong knowledge of financial products and concepts

• Attention to detail and strong communication skills

Become a key player in wealth management at Focus Partners Wealth.
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