Associate Wealth Advisor

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each client’s 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: 3 days in office required per week, with 2 days remote 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 a mastery of Focus Partners Wealth’s investment philosophy
• Create holistic investment strategy for each client, monitoring risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading and partner with Portfolio Management to approve and execute portfolios, trade recommendations, and tax loss harvesting
• Mastery of technology stack, including CRM system and custodian websites
• Resource and collaborate with other Associate Wealth Advisors
• Lead client communications and interactions independently
• Record client communication and information within the client relationship management platform
• Serve as 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 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 and team‑orientated approach
• Knowledge of financial industry, products, and planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This is an exempt position. The annualized base pay range is $70,000 – $80,000 per year. Actual base pay may vary based on experience, expertise, location, and skill set. Compensation also 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 skill set, without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristic. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed, please contact