Associate Wealth Advisor

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our financial planning philosophies, and organizer of best practices. Responsibilities Develop a mastery of Focus Partner Wealth’s evidence‑based investment philosophy. Serve as a resource for other Associate Wealth Advisors at Focus Partners Wealth. Create, edit, and present financial plans created with MoneyGuideElite, Orion, and Holistiplan. Develop a personalized Investment Policy Statement and holistic investment strategy for each client. Independently lead client communications and interactions. Develop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness & ability to take risk. Maintain diligent records of client communication and information within the client relationship management platform. Act as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of service. Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner. Engage in 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 2+ years of financial planning experience Series 65 Strong interpersonal communication skills; team‑oriented approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 and $80,000 base salary. 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. Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, 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. 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, a prospective employee or continuing employee to submit to or take a polygraph 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 will be governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. § 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