Associate Wealth Advisor

Location:

St. Louis, MO.

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team. The Associate Wealth Advisor collaborates with a Wealth Advisor to design, build, protect the financial dreams of clients, participate in the financial planning process addressing retirement, risk management, estate, and tax considerations, and manage the database of client information. The role articulates our investment philosophy and organizes best practices.

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

• Develop mastery of Focus Partners Wealth’s evidence‑based investment philosophy.
• Act as a resource for other Associate Wealth Advisors.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.
• Create a personalized Investment Policy Statement and holistic investment strategy for each client.
• Independently lead client communications and interactions.
• Develop an understanding of trading fundamentals and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness, and ability to take risk.
• Record client communication and information diligently 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 service.
• Assist with client billing reviews and collaborate with the billing department to ensure timely fee collection.
• Engage in business planning efforts and actively support the firm’s strategic priorities.
• Meet with clients in person; some travel may be required.

• Bachelor’s Degree.
• 2+ years of financial planning experience.
• Series 65 licensure.
• Strong interpersonal communication skills; team‑orientated approach.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Clean U4 compliance.

The annualized base pay range for this role is $85,000 – $95,000 per year, with additional compensation potentially including an annual cash bonus and a comprehensive benefits package. Base pay may vary based on experience, expertise, geographic location, and the applicant’s skill set.

Focus Partners Wealth is a leading partnership of fiduciary wealth‑management and related financial services firms. We provide access to best practices, greater resources, and continuity planning for affiliated advisory firms serving individuals, families, employers, and institutions with comprehensive financial services. For more information, visit

The following language is for US based roles only.

For California Applicants:
Information on your California privacy rights can be found.

For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:
Under Maryland law, an employer may not require or demand any condition of employment that involves a polygraph or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.

For Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:
If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act, Mont. Code Ann. Section 39‑2‑901.

For Rhode Island Applicants:
Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information related to the essential functions of the job, you may be barred from filing a claim under the laws of Rhode Island. The Company complies fully with the Americans with Disabilities Act.

Full employment is subject to EEO law and all qualified applicants will receive equal consideration for hiring.