Hybrid Associate Wealth Advisor - Planning Focused

Focus Financial Partners; Edison (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Flexibility to work remotely

Job summary

Focus Financial Partners in Edison, California, is seeking an Associate Wealth Advisor to join their planning-centric team. This role involves creating personalized wealth strategies and collaborating closely with Wealth Advisors to enhance client relationships. Candidates should have a Bachelor's degree and 2+ years in financial services.

The position offers a hybrid work model, requiring 3 days in the office and 2 days remotely. Attractive compensation includes an annual salary between $85,000 - $110,000 plus additional benefits.

Qualifications

• 2+ years of financial service experience.
• Strong interpersonal skills with a team-oriented approach.
• Knowledge of tax, estate, and insurance planning.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Serve as the day-to-day contact for client needs and collaborate with team members.

Skills

Interpersonal Skills

Analytical Skills

Team-oriented Approach

Knowledge of Financial Industry

Attention to Detail

Education

Bachelor’s Degree

Series 65 or equivalent

Job description

Focus Financial Partners in Edison, California, is seeking an Associate Wealth Advisor to join their planning-centric team. This role involves creating personalized wealth strategies and collaborating closely with Wealth Advisors to enhance client relationships. Candidates should have a Bachelor's degree and 2+ years in financial services.

The position offers a hybrid work model, requiring 3 days in the office and 2 days remotely. Attractive compensation includes an annual salary between $85,000 - $110,000 plus additional benefits.