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 opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on 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 a hybrid work schedule (3 days in office per week; up to 2 remote days, or as assigned by team leader). Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develop mastery of Focus Partners Wealth’s investment philosophy Create holistic investment strategy for each client and monitor risk tolerance over time Understand fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Collaborate with other Associate Wealth Advisors Independently lead client communications and interactions Record client communication and information in the client relationship management platform Serve as day‑to‑day contact for client needs and coordinate with team to ensure high‑quality service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning 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 services 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 Compensation and benefits: The annual base pay range for this role is $70,000–$80,000, with potential for a bonus and a comprehensive benefits package (medical, dental, vision, life insurance, and 401(k)). Base pay may vary based on experience, location, and other factors. Job title may change based on experience and education. About Focus Partners Wealth: Focus Partners Wealth supports clients with wealth, asset, and business management services and uses research‑backed investment strategies to create custom portfolios. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm. To learn more, visit focuspartners.com or follow on LinkedIn. Equal Opportunity and accommodations: Focus Partners Wealth is an equal opportunity employer. All employment decisions are based on skill and qualifications without regard to protected characteristics. Focus complies with applicable disability laws and provides reasonable accommodations for applicants and employees with disabilities. For accommodation requests, please contact View email address on click.appcast.io. #J-18808-Ljbffr