Focus Financial Partners is seeking an Associate Wealth Advisor in Atlanta, GA, to work with a team dedicated to providing personalized wealth advice. The role involves collaborating with Wealth Advisors on financial planning processes, including investment, tax, estate, and risk management strategies
Job Summary
Partner closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
The position involves developing a holistic investment strategy for each client and monitoring risk tolerance over time.
Matching Summary
Match Score: 85
Focus Financial Partners is seeking an Associate Wealth Advisor in Atlanta, GA, to work with a team dedicated to providing personalized wealth advice. The role involves collaborating with Wealth Advisors on financial planning processes, including investment, tax, estate, and risk management strategies.
Skills & Requirements
Must-have
Financial planning software mastery
Investment strategy development
Client communication leadership
CRM system proficiency
Holistic investment strategy creation
Nice-to-have
Team-oriented approach
Business development in a team environment
Key Requirements
Bachelor's Degree
Series 65 or equivalent
4+ years of financial service experience
CFP® or equivalent preferred
Proven experience in financial analysis, modeling, and strategic planning
Strong understanding of investment strategies, risk management, tax planning, and estate planning