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. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, 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. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service 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 The ability to meet with clients in person.

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 The Associate Wealth Advisor is an exempt position.

Base Pay Range

for this role is expected to be between $75,000 - $85,000/year. Actual base pay may 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.

Compensation

package.

Benefits

package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-CH1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. com or follow the company on LinkedIn .