About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: United States. Role: developing plans, creating strategies, documenting communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), clean U4, 2+ years financial services experience, knowledge of tax/estate/insurance planning, client communication, and experience with planning software/CRM. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, u4 Commitment: Full Time Workplace: Remote Languages: English