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 using planning software
• Apply knowledge of tax, estate, and insurance planning
• Master Focus Partners Wealth’s (FPW) investment philosophy and create holistic investment strategies for each client, monitoring risk tolerance over time
• Understand the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting
• 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 financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

Schedule

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

Pay

The annualized base pay range for this exempt role is $80,000 – $90,000. Actual base pay may vary based on experience, expertise, geographic location, and skill set. Additional rewards may include an annual cash bonus and a comprehensive benefits package.

Benefits

• Medical, dental, and vision insurance
• Life insurance
• 401(k) retirement plan

Focus Partners Wealth is part of Focus, a leading financial services firm offering wealth management, family office, and business management services. The firm delivers personalized, research-backed investment strategies and wealth planning solutions to clients nationwide.