Associate Wealth Advisor

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to creating personalized wealth advice based on each client’s unique goals and aspirations. This role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Responsibilities

• Develop, revise, and present financial plans through planning software
• Demonstrate knowledge of tax, estate, and insurance planning
• Develop a mastery of Focus Partners’ investment philosophy
• Create holistic investment strategies for each client and monitor risk tolerance over time
• Understand the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax-loss harvesting, etc.
• Master the technology stack, including CRM systems and custodian websites
• Collaborate with other Associate Wealth Advisors (AWAs)
• Independently lead client communications and interactions
• Diligently record client communication and information within the client relationship management platform
• Serve as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• Meet with clients in person; some travel may be required

Requirements

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills and a team-oriented approach
• Knowledge of the financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

Pay

The annualized base pay range for this exempt position is $84,000 – $96,000 per year. Actual base pay may vary based on factors including experience, expertise, geographic location, and skill set. Additional rewards may include an annual cash bonus and a comprehensive benefits package.

Schedule

Hybrid model requiring 3 days in-office per week, with the option to work remotely 2 days per week or as assigned by the team leader.