focusfinancialpartners
Associate Wealth Advisor
At a Glance
- Location
- United States
- Experience
- 2+ years
- Compensation
- ole is expected to be between $110,000 - $120,000/year. Actual base pay could
- Posted
- 2026-02-13T09:37:02-05:00
Key Requirements
Domain Knowledge
- Finance
Benefits & Perks
al cash bonus and a comprehensive benefits package. #LI-KP1 About Focus Financial
Requirements
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Responsibilities
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network.
This role can work remote but does require travel throughout the Pacific Northwest
Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
About the Company
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit
www.focusfinancialpartners.com
.
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