About this role
Associate Wealth Advisor at Focus Financial Partners. Location: Chicago, Illinois, United States. Role: developing plans, executing trades, managing clients Requirements: Bachelor's degree required. Series 65 (or equivalent) within 120 days. 2+ years financial services experience. Knowledge of tax, estate, insurance, and financial planning. Clean U4 and strong interpersonal, analytical, and communication skills. Category: Finance and Accounting Seniority: Entry Level Tools: planning software, CRM system, custodian websites, client relationship management platform Certifications: series 65, u4 Commitment: Full Time Workplace: Hybrid Languages: English