About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Irvine, California, United States. Role: developing plans, executing trades, recording communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experience, clean U4, strong interpersonal and analytical 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