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.

Focus provides a hybrid schedule: 3 days in office per week and 2 days remote or as assigned by the team leader.

• Develop, revise, and present financial plans through planning software.
• Apply knowledge of tax, estate, and insurance planning.
• Master Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client, monitoring risk tolerance over time.
• 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, including CRM system and custodian websites.
• Collaborate with other Associate Wealth Advisors.
• Independently lead client communications and interactions.
• Diligently record client communication and information in the client relationship management platform.
• Serve as the day‑to‑day contact for client needs and collaborate with team members to ensure high‑level 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.

• Bachelor's Degree.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills; team‑orientated approach.
• Knowledge of financial industry, products, and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

The Associate Wealth Advisor is an exempt position. The annualized base pay range is expected to be between $60,000 and $125,000 per year. Actual base pay may vary based on factors such as experience, subject‑matter expertise, geographic location, and the applicant’s skill set. Base pay is one component of the total compensation package; other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).

Note that the job title may change based on the selected candidate’s experience and education.

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, the firm supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth creates client‑centric portfolios and delivers personalized wealth planning solutions across all 50 states.

Focus is an equal‑opportunity employer and bases its employment decisions solely on the employee or candidate’s skills, without regard to 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 an accommodation is needed to participate in the job application or interview process, to perform essential job functions, or to receive other employment benefits, please contact

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…