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