About this role
Associate Wealth Advisor at Focus Partners Wealth. Location: Pittsburgh, Pennsylvania, United States. Role: Develop plans, Communicate with clients, Monitor risk Requirements: Bachelor’s degree; Series 65 or equivalent within 120 days; 2+ years financial services; strong interpersonal skills; knowledge of financial planning concepts; clean U4. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Trading platform, Custodian websites Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English