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. Hybrid schedule: 3 days in‑office work required per week, with the option to work remotely 2 days per week or as assigned by team leaders. Primary Responsibilities Develop, revise, and present financial plans through planning software. Apply knowledge of tax, estate, and insurance planning. Master Focus Partners Wealth’s investment philosophy. Create holistic investment strategies for each client and monitor risk tolerance over time. Understand fundamentals of trading; partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc. Master the technology stack, including CRM system and custodian websites. Collaborate with other Associate Wealth Advisors. Lead client communications and interactions independently. 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. 2+ years of financial service 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 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 and $107,200 per year. Actual base pay may vary based on experience, subject matter expertise, geographic location, and individual skill set. In addition to base compensation, employees may receive an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). Equal Opportunity Employer Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s 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 local, state, and/or federal law. Focus complies with federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. If accommodations are needed, please contact View email address on click.appcast.io. Legal Notice for State Applicants For Indiana Applicants: Discrimination against prospective employees on the basis of veteran status is unlawful. For Maryland Applicants: Employers may not require polygraph tests under Maryland law. For California Applicants: Information on California privacy rights is provided by the state. For Massachusetts Applicants: Employers may not require lie detector tests under Massachusetts law. For Montana Applicants: If hired, employment is governed by the Wrongful Discharge from Employment Act. For Rhode Island Applicants: Focus is subject to Rhode Island workers’ compensation laws; false information about essential job functions may bar claims under the state's Workers’ Compensation Act. #J-18808-Ljbffr Focus Partners