Associate Wealth Advisor

Position Summary 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. The Associate Wealth Advisor role partners 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. Primary Responsibilities Develop, revise, and present financial plans through planning software Create and deliver tax, estate, and insurance planning Identify advanced planning opportunities and develop internal best practices Master Focus Partners Wealth’s investment philosophy Create a holistic investment strategy for each client, monitoring risk tolerance over time as needed Develop understanding of fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Resource and collaboration with other Associate Wealth Advisors (AWAs) Master technology stack offered, including CRM system and custodian websites Independently lead client communications and interactions Diligently record client communication and information within client relationship management platform Interact and communicate with clients through emails, calls, and client presentations 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 Business develop in a team environment Lead a select number of client relationships Lead the development of financial planning recommendations to clients Qualifications Bachelor’s Degree Series 65 or equivalent 4+ years of financial service experience CFP or equivalent (ChFC or CPA + PFS) preferred Proven experience in financial analysis, modeling, and strategic planning Strong understanding of investment strategies, risk management, tax planning, and estate planning Excellent analytical skills and attention to detail Strong interpersonal communication skills: ability to explain complex financial concepts to clients Team‑orientated approach Knowledge of financial industry, financial products, and financial planning concepts Proficiency in financial software and tools for modeling and analysis, as well as CRM tools Compensation & Benefits The Associate Wealth Advisor is an exempt position. The annualized base pay range is expected to be between $80,000 and $92,000 per year. Actual base pay may vary based on experience, expertise, location, and skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including medical, dental, vision, life insurance, and 401(k). The job title may be subject to change based on the selected candidate’s experience and education. Equal Employment Opportunity Statement Focus is an equal‑opportunity employer and bases its employment decisions on skillset, 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 law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant who is a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: Under Maryland law, an employer may not require or demand, as a condition of employment, that any individual submit to a polygraph or similar test. For California Applicants: Information on your California privacy rights can be found here. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39‑2‑901. For Rhode Island Applicants: Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island. The Company complies fully with the Americans with Disabilities Act. #J-18808-Ljbffr Focus Partners