Hybrid Associate Wealth Advisor - Plan & Grow Clients

Focus Financial Partners; Denver (CO); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to maintain client relationships and implement retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule (3 days in the office per week, 2 remote). Requirements include a Bachelor’s degree, Series 65, 4+ years in financial services, and CFP preferred. Base pay ranges from $85,000 to $100,000 plus bonus and benefits.

Qualifications

• 4+ years of financial services experience.
• Series 65 or equivalent.
• Bachelor’s Degree.
• CFP or equivalent preferred (ChFC or CPA + PFS).
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Excellent analytical skills and attention to detail.
• Strong interpersonal skills with the ability to explain complex financial concepts to clients.
• Team-oriented approach.
• Knowledge of financial industry, products, and planning concepts.
• Proficiency in financial software and CRM tools.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Ability to create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develops a mastery of Focus Partners investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios and tax strategies.
• Mastery of technology stack including CRM systems and custodian websites.
• Lead client communications and interactions independently.
• Record client communications in CRM and ensure highest level of service.

Skills

Financial planning

Investment analysis

Client communication

CRM proficiency

Financial software

Team collaboration

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS)

Tools

CRM system

Planning software

Portfolio management tools

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to maintain client relationships and implement retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule (3 days in the office per week, 2 remote). Requirements include a Bachelor’s degree, Series 65, 4+ years in financial services, and CFP preferred. Base pay ranges from $85,000 to $100,000 plus bonus and benefits.