Associate Wealth Advisor — Hybrid, Planning & Growth

Focus Partners; Boston (MA); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package (health

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. In a hybrid role, you will support Wealth Advisors in delivering personalized wealth advice and managing client relationships across retirement, tax, estate, and investment planning.

You will develop financial plans, master our investment philosophy, work with Portfolio Management on portfolios, and ensure accurate client CRM records. Travel to meet clients may be required.

Qualifications

• Bachelor’s degree required; Series 65 within 120 days or equivalent.
• Minimum 2 years of financial services experience.
• Strong interpersonal and analytical skills; knowledge of financial planning concepts.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Coordinate tax, estate, and insurance planning discussions.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to approve portfolios and implement tax loss harvesting.
• Maintain CRM records and serve as day-to-day client contact.

Skills

Interpersonal skills

Analytical skills

Financial planning concepts

Education

Bachelor's Degree

Series 65 within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. In a hybrid role, you will support Wealth Advisors in delivering personalized wealth advice and managing client relationships across retirement, tax, estate, and investment planning.

You will develop financial plans, master our investment philosophy, work with Portfolio Management on portfolios, and ensure accurate client CRM records. Travel to meet clients may be required.