About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Menlo Park, California, United States. Role: developing plans, managing portfolios, leading communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experience, knowledge of tax/estate/insurance planning, 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