Hybrid Associate Wealth Advisor

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Hybrid work schedule

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team. You will work closely with Wealth Advisors to maintain client relationships and deliver personalized financial planning in retirement, risk, tax, estate, and investment planning.

Our hybrid model requires 3 days in office per week with 2 remote days, and travel for client meetings may be requested. The role supports a collaborative advisory team and offers a comprehensive benefits package.

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develop an investment strategy for each client and monitor risk tolerance
• Collaborate with Portfolio Management to approve and execute portfolios
• Engage in advisory team business planning and support firm priorities
• Meet with clients in person; some travel may be required
• Maintain client relationships and ensure high-quality service

Skills

Financial services experience

Interpersonal skills

Analytical skills

Attention to detail

Knowledge of financial products

Financial planning concepts

Clean U4

Education

Bachelor’s Degree

Series 65 or equivalent within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team. You will work closely with Wealth Advisors to maintain client relationships and deliver personalized financial planning in retirement, risk, tax, estate, and investment planning.

Our hybrid model requires 3 days in office per week with 2 remote days, and travel for client meetings may be requested. The role supports a collaborative advisory team and offers a comprehensive benefits package.