focusfinancialpartners
Associate Wealth Advisor
At a Glance
- Location
- United States
- Experience
- 2+ years
- Posted
- 2026-02-14T18:15:45-05:00
Key Requirements
Domain Knowledge
- Finance
Benefits & Perks
al cash bonus and a comprehensive benefits package. #LI-CH1 About Focus Financial
Requirements
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Knowledge of financial industry, financial products, and financial planning concepts
Responsibilities
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team!
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.
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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