Associate Wealth Advisor

Charlotte, North Carolina, United States, Remote 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 Develop mastery of Focus Partners Wealth’s investment philosophy Create a holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading; partner with Portfolio Management to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Resource and collaborate with other Associate Wealth Advisors Master technology stack offered, including CRM system and custodian websites Independently lead client communications and interactions Record client communication and information within client relationship management platform Interact and communicate with clients through emails, calls, and client presentations Serve as day‑to‑day contact for client needs and collaborate with team members to ensure highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and support firm’s strategic priorities Business develop in a team environment Lead a select number of client relationships Lead development of financial planning recommendations to clients Qualifications Bachelor’s Degree Series 65 or equivalent 4+ years of financial service experience 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 communication skills; able to explain complex financial concepts to clients Team‑orientated 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 The Associate Wealth Advisor is an exempt position. The annualized base pay range is $75,000–$85,000 per year. Compensation may vary based on experience, expertise, location, and skill set. Total compensation includes an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). 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, 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. #J-18808-Ljbffr