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