About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: United States. Role: developing plans, managing relationships, executing trades Requirements: Bachelor's degree, Series 65 within 120 days, 2+ years financial planning or wealth management experience, knowledge of tax/estate/insurance planning, proficiency with planning software, CRM and custodian websites, strong communication and analytical skills, clean U4. Category: Finance and Accounting Seniority: Entry Level Tools: planning software, CRM system, custodian websites Certifications: series 65, u4 Commitment: Full Time Workplace: Remote Languages: English