About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Chicago, Illinois, United States. Role: developing plans, managing relationships, executing trades Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experience, clean U4, knowledge of tax/estate/insurance planning, strong analytical and interpersonal skills. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, u4 Commitment: Full Time Workplace: Hybrid Languages: English