Senior Associate Wealth Advisor

focus partners wealth is seeking a senior associate wealth advisor to join our team! The senior 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.

• create, edit, and present financial plans through planning software
• lead the development of financial planning recommendations to clients
• identify advanced planning opportunities and develop internal best practices
• model and resolve complex financial questions and client situations
• serve as primary advisor for a select number of clients
• manage individual and team prospect pipeline, including onboarding of new clients
• business develop independently and in a team environment
• develop mastery of focus partners wealth’s (fpw) investment philosophy
• mastery of technology stack offered, including crm system and custodian websites
• create holistic investment strategy for each client, monitor risk tolerance over time as needed
• independently lead daily client communications and interactions
• 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.
• diligently record client communication and information within client relationship platform
• resource and collaborate with other associate wealth advisors (awas)
• 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
• independently interact and communicate with clients through emails, calls, and client presentations
• the ability to meet with clients in person. Some travel may be required

• bachelor’s degree
• 5+ years of financial service experience
• cfp or equivalent (chfc or cpa + pfs) required
• 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 skills: the ability to explain complex financial concepts to clients
• team-oriented approach
• knowledge of financial industry, financial products, and financial planning concepts
• experience in managing prospect pipelines and onboarding new clients
• business development skillset
• clean u4

the senior associate wealth advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $140,000/year. Actual base pay could 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. The base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package.

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. To learn more about focus, visit  or follow the company on linkedin.

the following language is for us based roles only

for california applicants: information on your california privacy rights can be found here

for indiana applicants: it is unlawful for…