Associate Wealth Advisor

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The role is focused on creating personalized wealth advice through a planning-centric team.

Responsibilities

• Create, revise, and present financial plans using planning software
• Develop and implement strategies in retirement, risk management, tax, estate, and investment planning
• Maintain and enhance client relationships through active participation in the financial planning process
• Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Engage in advisory team business planning efforts and support the firm’s strategic priorities
• Meet with clients in person. Some travel may be required

Qualifications

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

Pay & Schedule

The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year. 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 Associate Wealth Advisor is an exempt position. Work is a hybrid schedule, requiring 3 days in-office per week with the option to work remotely 2 days per week, or as assigned by their team leader.