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Associate Wealth Advisor

Focus Financial Partners · New York, New York · All 17 Focus Financial Partners jobs

Posted
29 Sep 2026

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Required skills, as the advert states them

  • Attention To Detail

Nice to have

  • Tax
  • Risk Management
  • CRM
  • Communication Skills

About this opportunity

Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management. We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth.

Read the full advert and apply on Focus Financial Partners's site →

Collected from Focus Financial Partners's own careers site (Greenhouse). Posted 29 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.