Associate Wealth Advisor Southfield, MI

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team. The role involves partnering 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.

• 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
• Master Focus Partners Wealth’s investment philosophy
• Create a holistic investment strategy for each client and monitor risk tolerance over time
• Understand fundamentals of trading; partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Collaborate with other Associate Wealth Advisors (AWAs)
• Master the technology stack, including CRM and custodian websites
• Independently lead client communications and interactions, record all communication in the client relationship management platform
• Serve 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
• Business develop in a team environment
• Lead a select number of client relationships and develop financial planning recommendations to clients

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial services 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; ability to explain complex financial concepts to clients
• Team‑orientated approach
• Knowledge of financial industry, products, and planning concepts
• Proficiency in financial software, modeling tools, and CRM systems

The Associate Wealth Advisor position is exempt. The annualized base pay range is $85,000 – $100,000 per year, with compensation component including an annual cash bonus and a comprehensive benefits package. Actual base pay may vary based on experience, expertise, location, and skill set.

Focus is an equal‑opportunity employer. Employment decisions are based on skill set and are made 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 provides reasonable accommodations for applicants and employees with disabilities.