Associate Wealth Advisor

Focus Partners Wealth; West Hartford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth in West Hartford, CT is seeking an Associate Wealth Advisor to join a planning-centric team. You will support Wealth Advisors, help build client relationships, and contribute to retirement, estate, tax, and investment planning.

The role offers a hybrid schedule (3 in-office days, up to 2 remote days) with some travel and in-person client meetings as needed. Requires a Bachelor’s degree, Series 65 within 120 days, and 2+ years in financial services.

Qualifications

• Bachelor’s degree required; Series 65 within 120 days of employment.
• 2+ years of financial services experience; tax preparation experience preferred.
• Strong interpersonal and analytical skills; detail oriented; team player.
• Clean U4 on licensure background check.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Lead client communications and develop financial planning recommendations.
• Collaborate with Portfolio Management and advisory team on portfolios and tax considerations.
• Ensure compliance, billing accuracy, and documentation in CRM.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team-oriented

Client communication

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

## Associate Wealth AdvisorApply: Partially Remote: West Hartford, Connecticut: Full time: Posted Today: JR100383**Job Description 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 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.**Job Description:****Primary Responsibilities** · Develop, revise, and present financial plans through planning software· Ability to create and deliver tax, estate, and insurance planning· Identify advanced planning opportunities and develop internal best practices· Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy· Create holistic investment strategy for each client, monitor risk tolerance over time as needed· Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.· Mastery of technology stack offered, including CRM system and custodian websites· Resource and collaboration with other Associate Wealth Advisors (AWAs)· Ability to independently lead client communications and interactions· Diligent recording of client communication and information within client relationship management platform· Service 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· Ability to business develop in a team environment· Lead a select number of client relationships· Lead the development of financial planning recommendations to clients· The ability to meet with clients in person. Some travel may be required **Qualifications**· Bachelor’s Degree· Series 65 or equivalent within 120 days of employment· 2+ years of financial service experience· Tax preparation experience preferred· Strong interpersonal skills; team-orientated approach· Knowledge of financial industry, financial products, and financial planning concepts· Excellent analytical skills and attention to detail· Clean U4 This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$85,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.