Hybrid Associate Wealth Advisor: Planning & Growth

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

Job summary

Focus Partners Wealth in Lee's Summit, MO seeks an Associate Wealth Advisor to join a planning-centric team focused on personalized wealth advice. You will partner with Wealth Advisors to maintain client relationships through the financial planning process, covering retirement, risk management, tax, estate, and investments.

The role is based in Lee's Summit with a hybrid schedule (3 days in office, 2 days remote) and travel as needed. Compensation includes base pay and bonus potential.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent required.
• 2+ years of financial services experience.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios.
• Maintain client relationships and ensure high service levels.
• Record client communications in CRM and ensure compliance.

Skills

Interpersonal skills

Team-oriented

Financial planning concepts

Analytical skills

Attention to detail

Education

Bachelor’s Degree

Job description

Focus Partners Wealth in Lee's Summit, MO seeks an Associate Wealth Advisor to join a planning-centric team focused on personalized wealth advice. You will partner with Wealth Advisors to maintain client relationships through the financial planning process, covering retirement, risk management, tax, estate, and investments.

The role is based in Lee's Summit with a hybrid schedule (3 days in office, 2 days remote) and travel as needed. Compensation includes base pay and bonus potential.