Associate Wealth Advisor Kirkland, WA

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team. This role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides a hybrid schedule: three days in office per week with the option to work remotely two days per week, or as assigned by the team leader.

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develop mastery of Focus Partners Wealth’s 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)
• Lead client communications and interactions independently
• Record client communication and information within client relationship management platform
• Day‑to‑day contact for client needs, collaborating with team members to ensure high 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.

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• 2+ years of tax experience and CPA designation preferred
• Ability to speak an Asian language (primarily Mandarin) preferred
• Strong interpersonal skills; team‑oriented 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. The annualized base pay range for this role is expected to be between $86,000 – $110,000 per year. Actual base pay could vary based on experience, expertise, 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 (medical, dental, vision, life insurance, 401(k)).

Focus is an equal‑opportunity employer. Employment decisions are based solely on skill set, with no regard for race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.