About this role
Associate Wealth Advisor at Focus Financial Partners. Location: Portland, Oregon, United States. Role: developing plans, executing trades, leading communications Requirements: Bachelor’s degree, Series 65 within 120 days, 2+ years financial services experience, clean U4, strong analytical and interpersonal skills, knowledge of tax/estate/insurance and investment planning. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English