About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Boston or Hingham. Role: developing plans, leading communications, managing relationships Requirements: Bachelor’s degree; Series 65; 4+ years financial services; CFP or equivalent preferred; strong financial analysis, modeling, and planning skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Portfolio management software, Financial modeling tools Certifications: series 65, cfp, chfc, cpa Commitment: Full Time Workplace: Onsite Languages: English