Hybrid Associate Wealth Advisor: Planning Focus

Focus Partners; Parsippany-Troy Hills (NJ); Hybride; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Résumé du poste

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in New Jersey. You will work closely with Wealth Advisors to develop personalized financial plans and maintain client relationships through the planning process.

The role covers retirement, risk, tax, estate, and investment planning, with collaboration from the Portfolio Management team. You may meet clients in person and travel occasionally; hybrid work is offered with three days in the office per

Qualifications

• Bachelors degree required.
• Series 65 or equivalent within 120 days.
• 2+ years of financial services experience.
• Strong interpersonal, team-oriented mindset.
• Knowledge of financial products and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on record.

Responsabilités

• Develop, revise, and present financial plans using planning software.
• Create holistic investment strategies and monitor risk.
• Collaborate with Portfolio Management to approve trades and tax strategies.
• Lead client communications and maintain CRM records.
• Ensure compliant client billing for advisory team.
• Support firm strategic priorities and participate in business planning.
• Meet with clients in person; travel may be required.

Connaissances

Interpersonal skills

Analytical skills

Knowledge of financial products and n

Series 65

Attention to detail

U4 clean

Formation

Bachelors Degree

Outils

CRM system

Custodian websites

Description du poste

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in New Jersey. You will work closely with Wealth Advisors to develop personalized financial plans and maintain client relationships through the planning process.

The role covers retirement, risk, tax, estate, and investment planning, with collaboration from the Portfolio Management team. You may meet clients in person and travel occasionally; hybrid work is offered with three days in the office per