Associate Wealth Advisor

Focusfinancialpartners

Lincoln, NE, United States
On-site
Develop and present financial plans
Retirement, risk, tax, and estate planning
Holistic investment strategy creation
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations

Job Summary

  • The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
  • Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
  • This role requires a presence in the Lincoln office five days a week.

Matching Summary

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

Skills & Requirements

Must-have

  • Develop and present financial plans
  • Retirement, risk, tax, and estate planning
  • Holistic investment strategy creation
  • Client communication and interaction
  • Proficiency in financial software and CRM

Nice-to-have

  • Business development in a team
  • Client-first fiduciary philosophy
  • Collaboration with other advisors

Key Requirements

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days
  • 4+ years of financial service experience
  • CFP or equivalent preferred
  • Clean U4

Work Rights

Not specified

Tailored Resume

Cover Letter