Focus Financial Partners
51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
Associate Wealth Advisor
🔥 10 minutes ago
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Focus Financial Partners
51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
📋 Description
• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Creates holistic investment strategy for each client • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team • Ability to independently lead client communications and interactions • Complete client billing reviews
🎯 Requirements
• Bachelor’s Degree • Series 65 or equivalent within 120 days of employment • 2+ years of financial service experience • Strong interpersonal skills; team-orientated approach • Knowledge of financial industry, financial products, and financial planning concepts • Excellent analytical skills and attention to detail • Clean U4
🏖️ Benefits
• medical • dental • vision • life insurance • 401(k)
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