Associate Wealth Advisor

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 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.

Focus provides team members with flexibility to work a hybrid schedule: 3 days in office per week and 2 days remote, or as assigned by the team leader.

• Develop, revise, and present financial plans through planning software
• Apply knowledge of tax, estate, and insurance planning
• Master Focus Partners Wealth’s investment philosophy
• Create holistic investment strategies for each client and monitor risk tolerance over time
• Understand fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax‑loss harvesting
• Utilize the technology stack, including CRM system and custodian websites
• Collaborate with other Associate Wealth Advisors
• Lead client communications and interactions independently
• Record client communications 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 and travel as 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

The Associate Wealth Advisor is an exempt position. The annualized base pay range is expected to be between $70,000 – $80,000 per year, with potential variations based on experience, expertise, location, and skill set. Total compensation may include an annual cash bonus and a comprehensive benefits package.

Equal Opportunity Employment
Focus is an equal‑opportunity employer and does not discriminate based on age, gender, ethnicity, religion, disability, veteran status, or any other protected category under applicable law.