Associate Wealth Advisor Hybrid, Client-Focused Planning

Focus Financial Partners; Boston (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 is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You’ll work with Wealth Advisors to maintain client relationships and participate in the full financial planning process, including retirement, tax, estate, and investment planning.

The role features a hybrid schedule with three days in office and two remote days per week, and opportunities to lead client relationships and develop planning recommendations.

Qualifications

• Proven experience in financial analysis, modeling, and strategic planning.
• Ability to explain complex financial concepts to clients.
• Strong understanding of investment strategies, tax planning, and estate planning.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Lead client communications and ensure high level of service.
• Complete client billing reviews and ensure compliance for the advisory team.

Skills

Financial analysis

Client communication

Interpersonal skills

Attention to detail

Team collaboration

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM tools

Financial modeling software

Job description

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You’ll work with Wealth Advisors to maintain client relationships and participate in the full financial planning process, including retirement, tax, estate, and investment planning.

The role features a hybrid schedule with three days in office and two remote days per week, and opportunities to lead client relationships and develop planning recommendations.