Associate Wealth Advisor
Qualifications
Experience Level: Mid Level
- Bachelor's Degree
- Series 65 or equivalent within 120 days of employment
- 4+ years of financial service experience
- Proven experience in financial analysis, modeling, and strategic planning
- Strong understanding of investment strategies, risk management, tax planning, and estate planning
- Excellent analytical skills and attention to detail
- Strong interpersonal skills: with the ability to explain complex financial concepts to clients
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
Full Job Description
Focus Partners Wealth, a leading financial advisory firm in Boston, MA, is actively seeking a dedicated Associate Wealth Advisor to join our dynamic team. This role is instrumental in crafting personalized wealth advice and nurturing client relationships. You will collaborate closely with experienced Wealth Advisors, contributing to the implementation of effective strategies across key financial planning areas, including retirement and investment planning. This hybrid position offers a fantastic opportunity for growth within a supportive and innovative environment.
Company
Focus Partners Wealth
At Focus Partners Wealth, we are a comprehensive organization offering a robust suite of wealth, asset, and business management resources. Our strength lies in fostering innovation and cultivating col...