Advisory Team Associate

Position Summary

Focus Partners Wealth is seeking an Advisory Team Associate. The role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Wealth Advisors, Associate Wealth Advisors, and fellow team members. Advisory Team Associates gain meaningful hands-on experience and build a strong foundation in core financial planning skills within a collaborative, client-focused environment.

Primary Responsibilities

• Draft financial plans for review through planning software
• Basic understanding of the core tenants to financial planning
• Aid advisory team in meeting preparation and client communications
• Resource and collaborate with other Advisory Team Associates (ATAs)
• Mastery of technology stack including custodian websites
• Document notes and assign responsibilities within the CRM system
• Complete billing review quarterly and maintain compliance with standards
• Collaborate with the client service team on service requests
• Support cross-functional projects that contribute to firm-wide initiatives
• Develop core financial planning skills
• Sustain the advisory experience

Qualifications

• Bachelor’s Degree
• Pursuit or completion of a Financial Planning program is a plus
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts

Benefits

The annualized base pay range for this role is expected to be between $70,000 - 75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

About the Role

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Pay

The annualized base pay range for this role is expected to be between $70,000 - 75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Schedule

Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.