Associate Wealth Advisor: Holistic Planning

Focus Partners; Needham (MA); Hybrid; USD 70,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team delivering personalized wealth advice based on client goals. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, including retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in the office per week and up to 2 remote days, or as assigned by the team leader.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Tax preparation experience preferred.
• Strong interpersonal skills and teamwork.
• Knowledge of financial planning concepts and products.
• Excellent analytical skills and attention to detail.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of FPW investment philosophy.
• Create holistic investment strategy for each client, monitor risk tolerance over time.
• Partner with Portfolio Management to approve and execute portfolios, tax loss harvesting, etc.
• Mastery of technology stack including CRM and custodian websites.
• Independently lead client communications and interactions.
• Diligent recording of client communications in CRM.
• Service as day-to-day contact for client needs and collaborate with team for client service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning and support firm priorities.
• Meet with clients in person; some travel may be required.

Skills

Financial planning

Client communication

Analytical skills

Detail oriented

Teamwork

Education

Bachelor's Degree

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team delivering personalized wealth advice based on client goals. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, including retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in the office per week and up to 2 remote days, or as assigned by the team leader.