Associate Wealth Advisor | Hybrid Financial Planning

LE0123 Focus Partners Wealth LLC; Kirkland (WA); Hybrid; USD 96,000 - 110,000; Full time

Job summary

Focus Partners Wealth LLC is seeking an Associate Wealth Advisor to partner with senior advisors and enhance client relationships through comprehensive planning across retirement, risk, tax, estate, and investments. The role supports the team with planning, implementation, and client servicing, with a hybrid schedule that includes 3 days in office and up to 2 remote days weekly.

The candidate should have a Bachelor’s Degree, Series 65, 4+ years in wealth management, and CFP or equivalent

Qualifications

• Bachelor’s degree in a financial field and relevant certifications preferred.
• Series 65 or equivalent required; CFP/ChFC/CPA+PFS preferred.
• 4+ years in wealth management or financial planning; HNW/UHNW experience valued.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Identify advanced planning opportunities and develop internal best practices.
• Partner with Portfolio Management to approve and execute portfolios and tax strategies.
• Lead client communications and ensure documentation in the CRM.
• Support advisory team business planning and strategic priorities.
• Travel for client meetings as needed.

Skills

Financial analysis

Client communication

Tax planning

Team collaboration

Education

Bachelor’s Degree

CFP or equivalent

Tools

CRM systems

Financial planning software

Job description

Focus Partners Wealth LLC is seeking an Associate Wealth Advisor to partner with senior advisors and enhance client relationships through comprehensive planning across retirement, risk, tax, estate, and investments. The role supports the team with planning, implementation, and client servicing, with a hybrid schedule that includes 3 days in office and up to 2 remote days weekly.

The candidate should have a Bachelor’s Degree, Series 65, 4+ years in wealth management, and CFP or equivalent