About this role
Associate Wealth Advisor at Focus Financial Partners. Location: United States. Role: developing plans, presenting plans, leading communications Requirements: Bachelor’s degree required, Series 65 (or equivalent within 120 days), 2+ years financial services experience, clean U4, proficiency with planning software/CRM, strong analytical and interpersonal skills, ability to meet clients in person. Category: Finance and Accounting Seniority: Entry Level Tools: planning software, CRM system, custodian websites Certifications: series 65, u4 Commitment: Full Time Workplace: Onsite Languages: English