About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Chicago, Illinois, United States. Role: developing plans, creating strategies, managing clients Requirements: Bachelor's degree, Series 65 (or equivalent), 4+ years in financial services, CFP preferred; proficiency with financial and planning software and CRM; strong analytical, communication, and planning skills. Category: Finance and Accounting Seniority: Mid Level Tools: planning software, CRM system, custodian websites, financial software Certifications: series 65, cfp, chfc, cpa, pfs Commitment: Full Time Workplace: Onsite Languages: English