Associate Wealth Advisor: Hybrid Client Planning

LE0123 Focus Partners Wealth LLC; West Hartford (CT); Hybrid; USD 75,000 - 85,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, supporting planning-centric client service and delivering personalized wealth advice. This role collaborates with Wealth Advisors to maintain client relationships through the financial planning process.

This hybrid position offers 3 days in office per week with remote options up to 2 days. You will develop financial plans, provide tax/estate/insurance planning, and lead client communications while advancing investment

Qualifications

• Bachelor’s degree required; Series 65 within 120 days.
• 2+ years of financial services experience.
• Tax preparation experience preferred.
• Strong interpersonal and analytical skills; detail-oriented.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop best practices.
• Develop an investment strategy and monitor risk tolerance over time.
• Collaborate with Portfolio Management to execute portfolios and tax loss harvesting.
• Lead client communications and document in CRM; engage in advisory planning.
• Lead development of financial planning recommendations and meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Analytical skills

Team-oriented approach

Financial planning concepts

Attention to detail

Education

Bachelor’s Degree

Series 65 within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, supporting planning-centric client service and delivering personalized wealth advice. This role collaborates with Wealth Advisors to maintain client relationships through the financial planning process.

This hybrid position offers 3 days in office per week with remote options up to 2 days. You will develop financial plans, provide tax/estate/insurance planning, and lead client communications while advancing investment