Associate Wealth Advisor
$75k - $80kFocus Partners Wealth
- # Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Southlake, Texastime type: Full timeposted on: Posted Todayjob requisition id: JR100151**Job Description Summary:**Focus Partners 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 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* 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 $75,000 - $80,000 per year 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.
- J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor in Southlake, TX vacancy
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Southlake, TX. You will support Wealth Advisors by preparing financial plans and participating in retirement, tax, estate, and investment planning for diverse clients. The...SuggestedRemote jobWork at office
$75k - $80k
Job Description Summary: Focus Partners 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...SuggestedWork at officeLocal areaRemote work2 days per week- ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment... ...service, and Schwab's disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing,...SuggestedWork at office
- ## Personal Banker Associate I-CoppellApply: Plano, TX: Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): R72731**Make banking a Fifth Third better** We connect great people to great opportunities. Are you ready to take the next step? Discover...SuggestedFull timeWork experience placementWork at office
Fifth Third
Coppell, TX2 days ago - ...Order Fulfillment Associate Working with general supervision, the Order Fulfillment Associate's primary job function is to fulfill orders in a timely and accurate manner; as well as support other throughput departments or zones as needed. This position works under general...SuggestedWork at office
GameStop
Grapevine, TX5 days ago $14.5 - $27.5 per hour
...Job Title Online Order Filling Associate $14.50 - $27.50/hr* Full time Shift may start between 8:00am - 11:00am Shift may start between 1:00pm - 4:00pm Role Summary: Online Order Filling associates have one focus: to fill and dispense online orders. They locate, prepare...Hourly payMinimum wageFull timeTemporary workPart timeWorldwideShift workWeekend workAfternoon shiftdisABLEDperson Inc
Grapevine, TX3 days ago- FleetPride Job Opportunity FleetPride is the largest after-market distributor of heavy-duty truck and trailer parts in the U.S. Partner with the best in the heavy-duty industry and apply today! Provide support to the FleetPride Branches in expediting parts for delivery...
FleetPride
Grapevine, TX5 days ago - A dedicated Christian organization is seeking a Staff Associate in Colleyville, Texas, to manage and lead Young Life ministry. This full-time position focuses on spiritual and leadership development, community engagement, and fundraising activities. Candidates should possess...Full time
Young Life
Colleyville, TX5 days ago - Soltis Investment Advisors, LLC in Southlake, Texas, is seeking a Senior Wealth Management Advisor to lead client relationships and provide integrated investment management and financial planning for high-net-worth individuals and families. You will manage complex portfolios...
$14.5 - $16.5 per hour
...Sales & Front Desk AssociateThe Sales & Front Desk Associate is a key position at Scenthound, focused on selling memberships while providing exceptional service to every customer.This position requires:Sales experience and confidence (membership sales are highly valued...Hourly payScenthound
Colleyville, TX5 days ago- Harbor Southlake Management LLC is seeking a friendly dining room attendant to provide prompt, pleasant service to residents during meals and activities. You will help maintain clean, orderly dining areas, accommodate residents' dietary needs when required, and support...
Harbor Southlake Management LLC
Southlake, TX2 days ago - Soltis Investment Advisors is seeking a Senior Wealth Management Advisor in Southlake, TX to serve high-net-worth clients with proactive investment management and comprehensive financial planning. You will lead complex financial decisions, build trusted client relationships...
$14.5 - $16.5 per hour
...Sales & Front Desk Associate The Sales & Front Desk Associate is a key position at Scenthound, focused on selling memberships while providing exceptional service to every customer. This position requires: Sales experience and confidence (membership sales are highly...Hourly pay$14 per hour
Job Description Job Description Assembly Line Packer Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. Location: Grapevine, TX Mondayto Friday 1st Shift: 6:00 AM - 2:30 PM 2nd Shift: 3:0...Hourly payContract workTemporary workDay shiftAfternoon shiftResource Employment Solutions
Grapevine, TX9 hours ago- ...Kitting Associate The Kitting Associate will process and move inventory from production into a single package. Operates a forklift to load, unload, transport and store parts. Identifying multiple elements of the kit, following the assembly order on what inventory...Shift work
- ...Seasonal Associate Love what you do. Carter's Careers. As a Seasonal Associate, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help them prep for their first...Seasonal workNight shiftDay shift
$16 - $23 per hour
...Produce Associate Sam's Club #4795 1701 W State Highway 114 Grapevine, TX 76051-8652 R-1853704 $16.00 - $23.00/hr* Employment type may vary Shifts may vary Position Summary... Why do our members choose to purchase fruits & vegetables at Sam's Club? Our members...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hoursShift work$16 - $23 per hour
...Cafe Associate Sam's Club #4795 1701 W State Highway 114 Grapevine, TX 76051-8652 R-1853736 Employment type may vary Shifts may vary Position Summary... What you'll do... Be a Team Member: Maintains up-to date knowledge of product specifications related to...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hoursShift work$11.83 - $17.79 per hour
...Store Associate As a Store Associate, you bring the Vera Bradley brand to life! You are the face of the brand and proud of it. You work with store leadership to achieve sales goals, always striving to deliver an amazing shopping experience and best-in-class customer...Part timeLocal areaImmediate startWeekend workAfternoon shift$15 - $18.9 per hour
...Sales Associate Salary Range $15.00 - $18.90* WHO WE ARE: Saks OFF 5TH is a leading destination for luxury off-price fashion. In our... ...our business by building your unique presence as a style advisor and finding creative ways to entice our customers to return for...Full timeWeekend workAfternoon shift- ...shopping for fresh food at Sam's Club? Our members tell us one of the biggest reasons is our hard-working and happy-to-help fresh food associates. Join our freezer, cooler, and deli team and you won't just keep shelves stocked, you'll play an important role in the operations...Shift work
Sam's Club
Grapevine, TX5 days ago - ...YL Staff Associate ISummary: Through both formal training and direct field ministry experience, learn how to effectively carry out and manage Young Life ministry.Ministry Functions: Spiritual Development — "Following Jesus" includes prayer and spiritual disciplines, fellowship...Summer workWork at office
Young Life
Grapevine, TX5 days ago $16 - $23 per hour
...Shifts may varyDo you have a knack for helping people, following recipes, and organization? Our prepared meal and rotisserie chicken associates prepare fresh food items daily for our members through following recipes and preparing our always warm and ready rotisserie...Hourly payMinimum wageFull timeTemporary workPart timeShift workSam's Club
Grapevine, TX4 hours ago- Req ID: 18259 Date: Aug 10, 2026 Location: Southlake, TX, USA Company: Haverty Furniture Companies, Inc Job Description MAJOR FUNCTION Assists Design Consultant in scheduling, preparing, and following with design services with Havertys customers. Will attend client...Work at officeWeekend workAfternoon shift
- Family Entertainment Group seeks an Arcade Attendant in Grapevine, TX to deliver a fun and safe guest experience. You will operate POS systems, handle cash and vouchers, answer questions, restock prizes, and help maintain clean, organized gaming areas. You will support ...Flexible hoursNight shift
- FleetPride Grapevine distribution center is seeking an enthusiastic Distribution Center Associate III. This 1st shift role supports multiple branches by expediting parts for delivery and maintaining warehouse accuracy. Duties include pulling orders, loading and unloading...Day shift
- Sam's Club in Grapevine, TX is seeking a Maintenance Associate to keep parking lots, restrooms, and floors clean, ensuring a safe and welcoming environment for members. You will perform safety sweeps, operate floor scrubbers, handle hazardous materials according to procedures...
- A leading grocery retailer in Lake Worth, Texas is looking for a Bakery Department Associate to assist in daily operations. This role involves creating an inviting environment, maintaining product quality, and fulfilling customer requests. Candidates should have strong...Shift work
- Overview Join to apply for the Front Desk Associate role at Crunch Fitness CR Fitness Holdings, LLC. This CR Fitness brand is growing rapidly, with 85+ clubs open and 100+ planned. We fuse fitness and entertainment to create an environment where serious results meet serious...Full timeTemporary work
- We are looking for a Range Check-In Associate who wants to join a dynamic team and make a difference in the firearm community. Our Range Check-In Associates are responsible for setting the tone for our members and guests when they visit our range. They are responsible...Hourly payFlexible hoursWeekend workDay shiftAfternoon shiftEarly shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor. Be the first to apply!
Related searches
- radiology associates Southlake, TX
- transportation associate Southlake, TX
- safety associate Southlake, TX
- ecommerce associate Southlake, TX
- family law associate Southlake, TX
- law associate Southlake, TX
- process associate Southlake, TX
- associates degree business Southlake, TX
- team associated Southlake, TX
- case management associate Southlake, TX