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 team members the flexibility to work a hybrid schedule. Our hybrid model is defined as three days in‑office work required per week, while giving team members the option to work remotely two days per week, or as assigned by their team leader.

• develop, revise, and present financial plans through planning software.
• apply knowledge of tax, estate, and insurance planning.
• develop a mastery of focus partners wealth’s (fpw) investment philosophy.
• create a holistic investment strategy for each client, monitoring risk tolerance over time as needed.
• understand the fundamentals of trading; partner with the portfolio management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc.
• achieve mastery of the technology stack offered, including the crm system and custodian websites.
• resource and collaborate with other associate wealth advisors (awas).
• independently lead client communications and interactions.
• diligently record client communication and information within 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.
• meet with clients in person; some travel may be required.

• bachelor’s degree.
• series 65 or equivalent within 120 days of employment.
• two or more years of financial service experience.
• strong interpersonal skills and a team‑orientated approach.
• knowledge of the financial industry, financial products, and financial planning concepts.
• excellent analytical skills and attention to detail.
• clean u4 registration.

the associate wealth advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 and $70,000 per 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 partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by focus to achieve their business objectives.

For more information about focus, please visit

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