Hybrid Associate Wealth Advisor — Client-Focused Planning

jobr.pro; Hingham (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team in Hingham, Massachusetts. This role focuses on creating personalized wealth advice and involves working closely with clients and financial planners.

The position entails developing financial strategies, managing client relationships, and ensuring service excellence. Candidates should have a Bachelor’s degree, relevant financial experience, and strong analytical skills.

Compensation ranges from $70,000 to $80,000 per year with performance bonuses and benefits.

Qualifications

• 2+ years of financial service experience.
• Strong interpersonal skills with a team-oriented approach.
• Excellent analytical skills and attention to detail.

Responsibilities

• Develop and present financial plans through planning software.
• Create holistic investment strategies for clients.
• Lead client communications and interactions.

Skills

Interpersonal skills

Analytical skills

Financial planning concepts

Education

Bachelor’s Degree

Series 65 or equivalent

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team in Hingham, Massachusetts. This role focuses on creating personalized wealth advice and involves working closely with clients and financial planners.

The position entails developing financial strategies, managing client relationships, and ensuring service excellence. Candidates should have a Bachelor’s degree, relevant financial experience, and strong analytical skills.

Compensation ranges from $70,000 to $80,000 per year with performance bonuses and benefits.