Associate Wealth Advisor
$70k - $125kFocus Partners Wealth
- # Associate Wealth AdvisorApply: Partially Remote: Needham, Massachusetts: Full time: Posted Yesterday: JR100408**Job Description 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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.**Job Description:** **Primary Responsibilities** · Develop, revise, and present financial plans through planning software· Knowledge of tax, estate, and insurance planning· Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy· Create holistic investment strategy for each client, monitor 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.· Mastery of technology stack offered, including CRM system and custodian websites· Resource and collaboration with other Associate Wealth Advisors (AWAs)· Ability to independently lead client communications and interactions· Diligent recording of client communication and information within client relationship management platform· Service 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· The ability to 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· Tax preparation experience preferred· Strong interpersonal skills; team-orientated approach· Knowledge of financial industry, financial products, and financial planning concepts· Excellent analytical skills and attention to detail· Clean U4This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000-$125,000 base salary compensation range. Actual base pay may 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 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 but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn. **EEO Statement**: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 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, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io ***The following language is for US based roles only*** **For California Applicants:**Information on your California privacy rights can be found**here****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 on the basis that they are 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:** I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. **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 if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
- J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor in Brooklyn, NY vacancy
$70.49k - $119.89k
## Associate Financial AdvisorApply: Boca Raton, FL: Ft. Lauderdale, FL: Full time: Posted... ...Trust** As a global leader in innovative wealth management, asset servicing, asset... ...NTSI) is seeking an Associate Financial Advisor who is eager to learn, grow, and develop...SuggestedFull timeH1bWorldwideNorthern Trust
Brooklyn, NY15 hours ago- ...can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Associate Personal Banker position is an entry-level role within the Retail Banking Department. This non-exempt (hourly) role services the...SuggestedHourly pay
First American Bank
Brooklyn, NY4 days ago $120k - $150k
...a financially stable, well-established wealth management firm in Walnut Creek comprised... ...that has worked together for years. Our advisors aren’t measured solely by production - they... ..., full-time, in-office Client Service Associates (CSAs), along with technology-enabled...SuggestedFull timeWork at officeMonday to Friday- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...SuggestedImmediate startAfternoon shift
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...SuggestedFull timeWork at office
The Charles Schwab Corporation
Jersey City, NJ4 days ago - ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic...Work at office
Charles Schwab Careers
Jersey City, NJ1 day ago $40.6k - $55.83k
...our Mission to Lead the Future of Snacking. Are you ready to make it happen at Mondelēz International? As a Territory Coverage Associate, you convert staffing gaps into reliable, high-quality execution. You provide hands on support to Merchandisers and Order Writers,...Seasonal workRelocation packageFlexible hours$175k
...Introduction Our client is a hospital seeking an Associate Veterinarian on either a full-time or part-time basis. The hospital provides comprehensive veterinary care for cats and dogs and is looking for a veterinarian to join its established, collaborative team. This...Full timePart timeRelocation packageMonday to FridayFlexible hoursWeekend work$110k - $180k
...of Long Island! Quality Veterinary Care, a well-established small-animal practice in Elmont, New York , is seeking a dedicated Associate Veterinarian to join our growing team. If you're looking for a practice where you can build strong client relationships, practice...Full timePart timeRelocationFlexible hoursShift work- ...Position: Tissue Associate II Location: Long Island City, NY (Onsite) Length: 6+ Month Contract Job Description: The Tissue Associate II provides key operational support across internal customer service, clinical operations, and histology functions in support...Contract workTemporary work
Digital Prospectors
Queens, NY2 days ago $100k - $180k
...are compassionate, team players and strong communicators to work alongside our talented 4 doctors. We could support an experienced associate veterinarian. The ideal candidate would be comfortable and open to performing surgery and have a passion for wellness. Bilingual...Full timePart timePrivate practiceRelocation packageFlexible hours- ABOUT THE COMPANY At TEAM Services Group, we believe in empowering individuals to live life on their terms. As a national leader in household employment and home care solutions, we champion the self-directed care model, giving seniors and individuals with disabilities...Full timeImmediate start
Keen Care Management
Queens, NY1 day ago - ...role:The Technology Research & Innovation AI Governance Senior Associate is a senior individual-contributor role responsible for shaping... ...effectivenessStakeholder Partnership & EnablementAct as a trusted advisor to product, engineering, data, risk, compliance, and legal...Remote workFlexible hours
DTCC- The Depository Trust & Clearing Corporation
Jersey City, NJ3 days ago - AIG is looking for candidates for the Security Remediation Team, which is part of Cyber Threat and Vulnerability Management under ISO. Our goal is to detect, respond and protect from cyber threat actors, and to provide AIG and our clients a safe cyber experience.SRT's objective...Full timeWork at officeWorldwide
American International Group (AIG)
Jersey City, NJ1 day ago - ...in eleven states, with ambitious plans to extend our presence to more states in the near future. The Opportunity: As a VIP Associate, you will support the Relationship Manager in delivering a personalized, high-touch experience for our VIP customers. You will...Full timeMonday to FridayFlexible hoursShift work
Lotto.com
Jersey City, NJ9 hours ago $85k - $145k
Job DescriptionRBC U.S. Finance team is seeking an Associate to join the U.S. Regulatory Reporting and Controls Management function for the U.S. Intermediate Holding Company (IHC) and U.S. Branches, responsible for review of regulatory reports, as well as, driving optimization...Full timeWork at officeRoyal Bank of Canada
Jersey City, NJ4 days ago$70.4k - $96.8k
...real impact—supported by a high-performing, inclusive, and collaborative environment where you can be your best, every day.Senior Associate, eCommerce MerchandisingLocation: Remote (HQ: Hoboken, NJ) | Hours aligned to EMEA marketsThe eCommerce Merchandising team is a critical...Remote workNewell Brands
Hoboken, NJ9 hours ago- A full-time entry-level healthcare recruiter is needed for a rapidly expanding healthcare management company with a national footprint. Excellent opportunity for someone who wants to grow with a company, practice creativity and autonomy and assume increasing managerial...Full timeLocal area
Xenon Health
Jersey City, NJ9 hours ago $90k - $100k
...Jefferies OTC Collateral Management Position: Collateral Associate The candidate for the Collateral Associate position must exhibit a strong understanding of Collateral Management Operations and its application to the CFTC and SEC bilateral Non-Cleared Swap transactions...Jefferies
Jersey City, NJ3 days ago- Expert In Microsoft Copilot, Power Apps Configuration, SAP Auth2/SAML And Enterprise Grade Solution Seeking an expert in Microsoft Copilot, Power Apps configuration, SAP auth2/saml and enterprise grade solution. Must be highly skilled in integrating Power Apps with ...
- ...administration services to more than 150 clients across all alternative asset classes.Job Summary:As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration...Work at office
JP Morgan Chase
Brooklyn, NY9 hours ago $100k - $110k
Relationship Associate - Institutional SalesBrooklyn, OHAbout Victory Capital:Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform...Full timeWork at officeLocal areaFlexible hoursVictory Capital
Brooklyn, NY9 hours ago$85k - $145k
Job DescriptionWHAT IS THE OPPORTUNITY?RBC U.S. Finance team is seeking an Associate Director to join the regulatory reporting and strategy function for the U.S. Intermediate Holding Company (IHC) and U.S. Branches, responsible for the preparation, review and timely submission...Full timeWork at officeRoyal Bank of Canada
Jersey City, NJ1 day ago- ...employee).The Impact you will have in this role:Being a member of IT Cybersecurity & Platform Strategy IAM team, the IAM Assurance Sr. Associate will be responsible for partnering with the IAM Governance leads to support core Identity and Access Management (IAM) governance...Remote workFlexible hours
DTCC- The Depository Trust & Clearing Corporation
Jersey City, NJ4 days ago - ...Product, and Data stakeholders to drive strategic initiatives across performance, talent, promotion, and compensation.As a Senior Associate within Functional Compensation, you will support the Annual Planning cycle and its tools - ensuring requirements are clearly documented...Visa sponsorship
JP Morgan Chase
Jersey City, NJ3 days ago - ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
Amazon
Weehawken, NJ4 days ago - If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Professional Lexington, KY, US 6 days ago Requisition ID: 1077 Leadership Create foundational trust based on the...
Bristol Group, Inc.
Brooklyn, NY1 day ago - ...Description Licensed Psychological Associate (LPA) Families come to us when they need clarity. At TheraTree we believe every parent’s question—“What’s going on with my child?”—deserves a thorough, evidence-based answer. We are seeking an LPA who specializes in psychological...
TheraTreePeds
Brooklyn, NY4 days ago $18 per hour
...Williamsburg)Status: Part-TimeCompensation: $18.00/hr+ Commission(s)* & Tip eligibilityPosition Summary:The Kith - Treats Counter Associate is the face of the Kith Treats shop. They are personable, friendly, and focused on delivering a first in class experience to all new...Permanent employmentSeasonal workFlexible hoursNight shiftWeekend workAfternoon shiftKITH
Brooklyn, NY1 day ago- ...foundations on which we operate, bringing the complete shopping experience to the community.Job Duties and ResponsibilitiesThe Produce Associate supports the Produce Department by ensuring all fruits and vegetables are stocked, rotated, and presented to reflect freshness and...
NetCost Market
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor. Be the first to apply!
Related searches
- center associate Brooklyn, NY
- guest experience associate Brooklyn, NY
- senior associate attorney Brooklyn, NY
- social impact associate Brooklyn, NY
- part time associate Brooklyn, NY
- mental health associate Brooklyn, NY
- international program associate Brooklyn, NY
- associate professional Brooklyn, NY
- floor associate Brooklyn, NY
- team associated Brooklyn, NY