Associate Wealth Advisor
Nashvilleonsitejunior$60K – $79K
via Greenhouse
About this role
Position Summary
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
Focus provides team members the flexibility to work a hybrid schedule.…
Read the full description on Focusfinancialpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Nashville. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Focusfinancialpartners
- View →Account Manager (ST)Century City, Los Angeles, CA, Encino, California, United States
- View →Accounts AssistantLondon, UK
- View →Assistant Vice President, Senior Associate Counsel - CorporateSt. Louis, MO; New York, NY; Boston, MA
- View →Associate, Client Service SolutionsBoston, Massachusetts; Portsmouth, New Hampshire
- View →Assistant Vice President, Senior Counsel - LitigationSt. Louis, MO (Preferred); New York, NY; Boston, MA
- View →Account ManagerCentury City, Los Angeles, CA, Encino, California, United States