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. 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 FPW’s investment philosophy Create a holistic investment strategy for each client, monitor risk tolerance over time as needed Understand fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Master the technology stack offered, including CRM system and custodian websites Resource and collaborate with other Associate Wealth Advisors (AWAs) Independently lead client communications and interactions Diligently 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 Business develop in a team environment Lead a select number of client relationships Lead the development of financial planning recommendations to clients Meet with clients in person. Some travel may be required. Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 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 skills: explaining complex financial concepts to clients Team‑oriented 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 Clean U4 Compensation & Benefits The Associate Wealth Advisor is an exempt position. The annualized base pay for this role is expected to be between $60,000 - $125,000. Actual base pay could 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 for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. About Focus Partners Wealth3> Focus Partners Wealth 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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC’s website at 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 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 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