Associate Wealth Advisor

Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team dedicated to creating personalized wealth advice based on each client’s goals and aspirations. In this role you will partner closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, risk management, tax, estate, and investment planning. Primary Responsibilities Develop, revise, and present financial plans through planning software. Demonstrate knowledge of tax, estate, and insurance planning. Develop a mastery of Focus Partners Wealth’s investment philosophy. Create holistic investment strategy for each client and 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. Master technology stack offered, including CRM system and custodian websites. Collaborate with other Associate Wealth Advisors (AWAs). Lead client communications and interactions independently. 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. 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 U4. Compensation and Benefits This is an exempt position. The annualized base pay range is $70,000 – $80,000 per year. Base pay may vary based on experience, expertise, geographic location, and skill set. Base pay is one component of total compensation; additional rewards may include an annual cash bonus and a comprehensive benefits package that includes medical, dental, vision, life insurance, and 401(k). Equal Opportunity Employment 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. #J-18808-Ljbffr