We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
Associate Wealth Advisor
Location
United States
Posted
1 day ago
Salary
$70K - $80K / year
Seniority
Mid Level
Job Description
Associate Wealth Advisor
Focus Financial Partners
• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Creates holistic investment strategy for each client • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team • Ability to independently lead client communications and interactions • Complete client billing reviews
Job 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
- Clean U4
Benefits
- medical
- dental
- vision
- life insurance
- 401(k)
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