Hiring: Associate Wealth Advisor Company: Focus Partners Location: Ridgeland, MS Job Posted Time: 2026-09-16 12:37:20 Target Skills & Keywords : Financial Planning, Portfolio Management, Risk Management, Wealth Management About the job Experience: •2+ years of financial service experience Required Skills: •Develop, revise, and present financial plans through planning software •Knowledge of tax, estate, and insurance planning •Develops a mastery of Focus Partners investment philosophy •Create holistic investment strategy for each client, monitor risk tolerance over time as needed •Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. •Mastery of technology stack offered, including CRM system and custodian websites •Resource and collaboration with other Associate Wealth Advisors (AWAs) •Demonstrated capacity to independently lead client communications and interactions Qualifications: •Bachelor’s Degree •Series 65 or equivalent within 120 days of employment •Strong interpersonal skills; team-orientated approach •Knowledge of financial industry, financial products, and financial planning concepts •Excellent analytical skills and attention to detail Compensation: •$65,000 - $75,000 / year •Competitive benefits and rewards package •Other rewards may include an annual cash bonus and a comprehensive benefits package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!