Associate Wealth Advisor

Bachelor’s Degree

Series 65 or equivalent within 120 days of employment

4+ years of financial service experience

Nice to have:

Proven experience in financial analysis, modeling, and strategic planning

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The

Associate Wealth Advisor

role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Develop, revise, and present financial plans through planning software

Ability to create and deliver tax, estate, and insurance planning

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

LinkedIn

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Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.