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 of our unique clients’ goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule: three days in‑office work per week, and up to two days remote work per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software. Knowledge of tax, estate, and insurance planning. Develop mastery of Focus Partners Wealth’s (FPW) investment philosophy. Create a holistic investment strategy for each client, monitoring risk tolerance over time as needed. Develop an understanding of the fundamentals of trading; partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc. Master 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 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. Qualifications Bachelor’s Degree. Series 65 or equivalent within 120 days of employment. At least 2 years of financial service experience. Strong interpersonal skills and team‑orientated approach. Knowledge of financial industry, financial products and financial planning concepts. Excellent analytical skills and attention to detail. Clean U4. The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 and $85,000 per year. Actual base pay may vary based on factors such as experience, subject‑matter expertise, geographic location, and skill set. Compensation includes an annual cash bonus and a comprehensive benefits package. Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set and without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. #J-18808-Ljbffr