Associate Wealth Advisor

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client’s goals and aspirations. This position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members flexibility to work a hybrid schedule: 3 days in office per week and 2 days remote, or as assigned by team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develop a mastery of Focus Partners Wealth’s investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting Mastery of the technology stack offered, including CRM system and custodian websites Resource and collaborate with other Associate Wealth Advisors (AWAs) Independently lead client communications and interactions Diligently record client communication and information within 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 Qualifications Bachelor’s Degree Series65 or equivalent within 120 days of employment 2+ years of financial services experience Strong interpersonal skills and a team‑oriented approach Knowledge of financial industry, products, and planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor position is exempt. The annualized base pay range is $70,000 – $80,000 per year, depending on experience and other factors. Total compensation may include an annual cash bonus and a comprehensive benefits package. Focus is an equal opportunity employer and bases its employment decisions on skillset without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or other characteristics protected by law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. #J-18808-Ljbffr