Hybrid Associate Wealth Advisor – Planning Focus

Focus Partners; Lincoln (NE); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive benefits

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, partnering with Wealth Advisors to support planning-centric client service across retirement, tax, estate, and investment planning. The role emphasizes a collaborative, client-first approach and active participation in the financial planning process.

The position supports a hybrid work model with 3 days in the office per week and up to 2 remote days, with travel as needed.

Qualifications

• Bachelor’s degree required; Series 65 or equivalent needed
• 2+ years financial services experience required
• Strong interpersonal and detail-oriented analytical skills; U4 clean

Responsibilities

• Develop, revise, and present financial plans using planning software
• Understand tax, estate, and insurance planning
• Create holistic investment strategy for clients
• Collaborate with Portfolio Management for portfolios and tax loss harvesting
• Maintain client relationships and ensure compliant billing reviews
• Lead client communications and document in CRM

Skills

Series 65

Financial services

Interpersonal skills

Analytical skills

Team-oriented

Relationship skills

Education

Bachelor's Degree

Tools

CRM software

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, partnering with Wealth Advisors to support planning-centric client service across retirement, tax, estate, and investment planning. The role emphasizes a collaborative, client-first approach and active participation in the financial planning process.

The position supports a hybrid work model with 3 days in the office per week and up to 2 remote days, with travel as needed.