Associate Wealth Advisor

Focus Partners Wealth; Dallas (TX); On-site; USD 95,000 - 100,000; Full time

Job summary

An innovative firm is seeking an Associate Wealth Advisor to join their planning-centric advisory team. This role offers an exciting opportunity to partner with experienced Wealth Advisors in enhancing client relationships through active participation in the financial planning process. You will be responsible for developing personalized investment strategies, leading client communications, and collaborating with a dedicated team to deliver exceptional service. If you are passionate about helping clients achieve their financial dreams and thrive in a team-oriented environment, this role is perfect for you.

Qualifications

• 4+ years of financial planning experience required.
• Strong understanding of investment strategies and risk management.
• Proficiency in financial software and CRM tools.

Responsibilities

• Develop and present financial plans through various software tools.
• Lead client communications and maintain client relationships.
• Engage in advisory team business planning efforts.

Skills

Financial Planning

Investment Strategies

Risk Management

Tax Planning

Estate Planning

Interpersonal Communication

Business Development

Education

Bachelor's Degree

CFP Certification

CFA Certification

CPA/PFS Certification

Tools

Money Guide Elite

Holistiplan

Salesforce

Orion

ShareFile

Job description

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Position Summary

The Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering 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.

ASSOCIATE WEALTH ADVISOR

Dallas, TX

Position Summary

The Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering 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.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource and collaboration with other Associate Wealth Advisors (AWAs) at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite and Holistiplan.
• Mastery of technology stack including Salesforce, Orion, ShareFile, and custodian websites.
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions.
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Complete client billing reviews and collaborate with the billing department to ensure compliance.
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.
• Independently interact and communicate with clients through emails, calls, and client presentations Lead a select number of client relationships.
• Identify advanced planning opportunities and develop internal best practices.
• Lead the development of financial planning recommendations to clients.
• Ability to meet with clients in person. Some travel may be required.
  
  

Qualifications

• Bachelor's Degree
• 4+ years financial planning experience
• Series 65
• Professional certification CFP, CFA or CPA/ PFS preferred.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Strong interpersonal communication skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
• Clean U4
  
  

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This position is an Exempt role. The annualized base pay range for this role is expected to be between $95,000 - 100,000/yr. 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 bonus and a comprehensive benefits package.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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