Associate Wealth Advisor

Position SummaryFocus 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.Primary ResponsibilitiesDevelop, revise, and present financial plans through planning softwareCreate and deliver tax, estate, and insurance planningIdentify advanced planning opportunities and develop internal best practicesDevelop mastery of Focus Partners Wealth's investment philosophyCreate a holistic investment strategy for each client, monitoring risk tolerance over time as neededDevelop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc.Resource and collaborate with other Associate Wealth Advisors (AWAs)Mastery of technology stack offered, including CRM system and custodian websitesIndependently lead client communications and interactionsDiligently record client communication and information within the client relationship management platformInteract and communicate with clients through emails, calls, and client presentationsServe as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesBusiness‑developing within a team environmentLead a select number of client relationshipsLead the development of financial planning recommendations to clientsQualificationsBachelor's DegreeSeries 65 or equivalent4+ years of financial service experienceCFP®, ChFC, CPA + PFS, or equivalent preferredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal communication skills, able to explain complex financial concepts to clientsTeam‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsProficiency in financial software and tools for modeling and analysis, as well as CRM toolsBenefits & CompensationThe Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 and $95,000 per year, with actual base pay varying based on experience, expertise, and location. Compensation may also include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate's skill set, and 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, or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.#J-18808-Ljbffr