Hybrid Associate Wealth Advisor — Planning-Focused

Focus Financial Partners; Wyomissing (Berks County); Hybrid; USD 82,000 - 95,000; Full time

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is a planning centric opportunity to create personalized wealth advice based on our clients’ goals and aspirations.

You will partner with Wealth Advisors to maintain client relationships and participate in the financial planning process. You will develop strategies in retirement, tax, estate, and investments; the firm offers a hybrid schedule with 3 in-office days and 2 remote days per week,

Qualifications

• Bachelor’s Degree in a financial field.
• Series 65 or equivalent.
• 4+ years of financial service experience.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• 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: ability to explain complex financial concepts to clients.
• Team-oriented approach.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Lead client communications and interactions.
• Collaborate with the Portfolio Management team to approve and execute portfolios.
• Mastery of the technology stack including CRM and custodian websites.
• Support associate wealth advisors and mentor teammates.
• Conduct client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning and support strategic priorities.
• Assist with business development in a team environment.

Skills

Financial analysis

Modeling

Strategic planning

Interpersonal skills

Team-oriented

Education

Bachelor’s Degree

Tools

CRM tools

Financial software

Portfolio management software

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is a planning centric opportunity to create personalized wealth advice based on our clients’ goals and aspirations.

You will partner with Wealth Advisors to maintain client relationships and participate in the financial planning process. You will develop strategies in retirement, tax, estate, and investments; the firm offers a hybrid schedule with 3 in-office days and 2 remote days per week,